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 | $200,733 | $105,181+90.8% | $159,436+25.9% | $85,850+133.8% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.8%-10.6pp | 69.3%+2.9pp |
| Annual return | 15.46% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $4,043 | $3,318+21.9% | $4,829-16.3% | $2,565+57.6% |
| Participant deferral / active EE | $10,722 | $5,945+80.4% | $7,352+45.8% | $3,952+171.3% |
| Admin fee / account holder | $11,404 | $6,933+64.5% | $10,799+5.6% | $6,260+82.2% |