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 | $153,582 | $105,181+46.0% | $159,436-3.7% | $85,850+78.9% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.8%+6.9pp | 69.3%+20.4pp |
| Annual return | 14.17% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $9,343 | $3,318+181.6% | $4,829+93.5% | $2,565+264.2% |
| Participant deferral / active EE | $7,586 | $5,945+27.6% | $7,352+3.2% | $3,952+92.0% |
| Admin fee / account holder | $3,005 | $6,933-56.7% | $10,799-72.2% | $6,260-52.0% |