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 | $154,500 | $56,114+175.3% | $96,139+60.7% | $85,850+80.0% |
| Participation rate | 89.5% | 56.7%+32.8pp | 68.4%+21.0pp | 69.3%+20.2pp |
| Annual return | 12.61% | 42.30%-29.7pp | 191.94%-179.3pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,956 | $1,620+20.8% | $2,797-30.1% | $2,565-23.7% |
| Participant deferral / active EE | $5,161 | $2,859+80.5% | $4,349+18.7% | $3,952+30.6% |
| Admin fee / account holder | $4,592 | $3,768+21.9% | $5,537-17.1% | $6,260-26.6% |