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 | $168,900 | $85,202+98.2% | $172,739-2.2% | $72,985+131.4% |
| Participation rate | 94.8% | 70.1%+24.8pp | 82.6%+12.2pp | 69.5%+25.3pp |
| Annual return | 21.33% | 27.32%-6.0pp | 802.84%-781.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $7,748 | $3,324+133.1% | $5,143+50.7% | $2,440+217.6% |
| Participant deferral / active EE | $5,145 | $3,260+57.8% | $5,198-1.0% | $3,607+42.6% |
| Admin fee / account holder | $3,256 | $5,884-44.7% | $13,954-76.7% | $5,124-36.5% |