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 | $198,598 | $105,181+88.8% | $159,436+24.6% | $85,850+131.3% |
| Participation rate | 93.4% | 75.8%+17.7pp | 82.8%+10.6pp | 69.3%+24.1pp |
| Annual return | 16.37% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $3,579 | $3,318+7.9% | $4,829-25.9% | $2,565+39.5% |
| Participant deferral / active EE | $9,927 | $5,945+67.0% | $7,352+35.0% | $3,952+151.2% |
| Admin fee / account holder | $4,490 | $6,933-35.2% | $10,799-58.4% | $6,260-28.3% |