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 | $162,803 | $105,181+54.8% | $159,436+2.1% | $85,850+89.6% |
| Participation rate | 79.1% | 75.8%+3.3pp | 82.8%-3.8pp | 69.3%+9.8pp |
| Annual return | 18.43% | 45.07%-26.6pp | 263.57%-245.1pp | 318.53%-300.1pp |
| Employer contribution / active EE | $1,601 | $3,318-51.7% | $4,829-66.8% | $2,565-37.6% |
| Participant deferral / active EE | $11,307 | $5,945+90.2% | $7,352+53.8% | $3,952+186.1% |
| Admin fee / account holder | $12,031 | $6,933+73.5% | $10,799+11.4% | $6,260+92.2% |