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 | $178,162 | $105,181+69.4% | $159,436+11.7% | $85,850+107.5% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 14.21% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $4,182 | $3,318+26.0% | $4,829-13.4% | $2,565+63.0% |
| Participant deferral / active EE | $8,335 | $5,945+40.2% | $7,352+13.4% | $3,952+110.9% |
| Admin fee / account holder | $2,923 | $6,933-57.8% | $10,799-72.9% | $6,260-53.3% |