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 | $199,722 | $137,414+45.3% | $189,513+5.4% | $85,850+132.6% |
| Participation rate | 82.4% | 84.6%-2.2pp | 87.8%-5.4pp | 69.3%+13.1pp |
| Annual return | 27.89% | 38.14%-10.3pp | 555.15%-527.3pp | 318.53%-290.6pp |
| Employer contribution / active EE | $5,701 | $4,344+31.2% | $6,162-7.5% | $2,565+122.3% |
| Participant deferral / active EE | $8,133 | $6,260+29.9% | $8,221-1.1% | $3,952+105.8% |
| Admin fee / account holder | $2,878 | $8,630-66.7% | $12,045-76.1% | $6,260-54.0% |