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 | $95,797 | $58,208+64.6% | $81,812+17.1% | $80,856+18.5% |
| Participation rate | 82.4% | 63.4%+18.9pp | 72.3%+10.0pp | 67.6%+14.7pp |
| Annual return | 139.83% | 41.66%+98.2pp | 773.79%-634.0pp | 35.59%+104.2pp |
| Employer contribution / active EE | $3,099 | $2,340+32.4% | $2,912+6.4% | $2,755+12.5% |
| Participant deferral / active EE | $2,352 | $3,281-28.3% | $4,319-45.5% | $4,296-45.2% |
| Admin fee / account holder | $2,189 | $4,981-56.1% | $7,386-70.4% | $6,918-68.4% |