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 | $208,146 | $102,317+103.4% | $146,958+41.6% | $80,856+157.4% |
| Participation rate | 79.6% | 75.8%+3.8pp | 82.2%-2.6pp | 67.6%+12.0pp |
| Annual return | 28.34% | 134.76%-106.4pp | 418.34%-390.0pp | 35.59%-7.3pp |
| Employer contribution / active EE | $4,592 | $3,713+23.7% | $4,933-6.9% | $2,755+66.7% |
| Participant deferral / active EE | $6,132 | $6,644-7.7% | $8,070-24.0% | $4,296+42.7% |
| Admin fee / account holder | $5,136 | $7,941-35.3% | $12,998-60.5% | $6,918-25.8% |