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 | $197,596 | $105,181+87.9% | $159,436+23.9% | $85,850+130.2% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.8%+13.7pp | 69.3%+27.2pp |
| Annual return | 15.74% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $3,185 | $3,318-4.0% | $4,829-34.0% | $2,565+24.2% |
| Participant deferral / active EE | $8,028 | $5,945+35.0% | $7,352+9.2% | $3,952+103.1% |
| Admin fee / account holder | $22,758 | $6,933+228.2% | $10,799+110.8% | $6,260+263.6% |