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 | $198,992 | $105,181+89.2% | $159,436+24.8% | $85,850+131.8% |
| Participation rate | 78.9% | 75.8%+3.1pp | 82.8%-3.9pp | 69.3%+9.6pp |
| Annual return | 13.50% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $4,550 | $3,318+37.1% | $4,829-5.8% | $2,565+77.4% |
| Participant deferral / active EE | $10,116 | $5,945+70.2% | $7,352+37.6% | $3,952+156.0% |
| Admin fee / account holder | $3,637 | $6,933-47.5% | $10,799-66.3% | $6,260-41.9% |