See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,624 | $105,181+68.9% | $159,436+11.4% | $85,850+106.9% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.8%+6.5pp | 69.3%+20.0pp |
| Annual return | 14.07% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $6,479 | $3,318+95.3% | $4,829+34.2% | $2,565+152.6% |
| Participant deferral / active EE | $6,853 | $5,945+15.3% | $7,352-6.8% | $3,952+73.4% |
| Admin fee / account holder | $939 | $6,933-86.5% | $10,799-91.3% | $6,260-85.0% |