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 | $185,812 | $157,256+18.2% | $141,162+31.6% | $152,861+21.6% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 24.69% | 64.32%-39.6pp | 71.39%-46.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $6,787 | $5,261+29.0% | $4,735+43.3% | $4,762+42.5% |
| Participant deferral / active EE | $9,996 | $7,109+40.6% | $6,709+49.0% | $5,850+70.9% |
| Admin fee / account holder | $8,260 | $12,120-31.9% | $10,261-19.5% | $11,596-28.8% |