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 | $134,875 | $63,346+112.9% | $92,233+46.2% | $70,131+92.3% |
| Participation rate | 73.1% | 68.7%+4.4pp | 76.5%-3.4pp | 69.5%+3.5pp |
| Annual return | 17.91% | 530.12%-512.2pp | 176.28%-158.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $3,367 | $2,471+36.3% | $3,679-8.5% | $2,342+43.8% |
| Participant deferral / active EE | $7,875 | $2,854+176.0% | $3,897+102.1% | $3,332+136.4% |
| Admin fee / account holder | $6,091 | $3,840+58.6% | $5,194+17.3% | $4,645+31.1% |