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 | $170,605 | $105,181+62.2% | $159,436+7.0% | $85,850+98.7% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.8%+9.8pp | 69.3%+23.3pp |
| Annual return | 17.41% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $10,212 | $3,318+207.7% | $4,829+111.5% | $2,565+298.1% |
| Participant deferral / active EE | $7,415 | $5,945+24.7% | $7,352+0.9% | $3,952+87.7% |
| Admin fee / account holder | $4,112 | $6,933-40.7% | $10,799-61.9% | $6,260-34.3% |