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 | $213,250 | $105,181+102.7% | $159,436+33.8% | $85,850+148.4% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.8%+14.3pp | 69.3%+27.8pp |
| Annual return | 15.62% | 45.07%-29.5pp | 263.57%-247.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $5,821 | $3,318+75.4% | $4,829+20.5% | $2,565+126.9% |
| Participant deferral / active EE | $7,367 | $5,945+23.9% | $7,352+0.2% | $3,952+86.4% |
| Admin fee / account holder | $4,026 | $6,933-41.9% | $10,799-62.7% | $6,260-35.7% |