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 | $193,040 | $137,414+40.5% | $189,513+1.9% | $85,850+124.9% |
| Participation rate | 97.4% | 84.6%+12.8pp | 87.8%+9.6pp | 69.3%+28.1pp |
| Annual return | 11.73% | 38.14%-26.4pp | 555.15%-543.4pp | 318.53%-306.8pp |
| Employer contribution / active EE | $7,024 | $4,344+61.7% | $6,162+14.0% | $2,565+173.8% |
| Participant deferral / active EE | $7,162 | $6,260+14.4% | $8,221-12.9% | $3,952+81.2% |
| Admin fee / account holder | $6,627 | $8,630-23.2% | $12,045-45.0% | $6,260+5.9% |