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 | $184,278 | $137,414+34.1% | $189,513-2.8% | $85,850+114.7% |
| Participation rate | 97.9% | 84.6%+13.3pp | 87.8%+10.1pp | 69.3%+28.6pp |
| Annual return | 19.63% | 38.14%-18.5pp | 555.15%-535.5pp | 318.53%-298.9pp |
| Employer contribution / active EE | $5,599 | $4,344+28.9% | $6,162-9.1% | $2,565+118.3% |
| Participant deferral / active EE | $14,860 | $6,260+137.4% | $8,221+80.8% | $3,952+276.0% |
| Admin fee / account holder | $5,602 | $8,630-35.1% | $12,045-53.5% | $6,260-10.5% |