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 | $184,785 | $105,181+75.7% | $159,436+15.9% | $85,850+115.2% |
| Participation rate | 85.5% | 75.8%+9.7pp | 82.8%+2.7pp | 69.3%+16.2pp |
| Annual return | 17.20% | 45.07%-27.9pp | 263.57%-246.4pp | 318.53%-301.3pp |
| Employer contribution / active EE | $5,431 | $3,318+63.7% | $4,829+12.5% | $2,565+111.7% |
| Participant deferral / active EE | $8,999 | $5,945+51.4% | $7,352+22.4% | $3,952+127.7% |
| Admin fee / account holder | $12,073 | $6,933+74.1% | $10,799+11.8% | $6,260+92.9% |