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 | $159,679 | $105,181+51.8% | $159,436+0.2% | $85,850+86.0% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.8%+14.5pp | 69.3%+28.1pp |
| Annual return | 17.98% | 45.07%-27.1pp | 263.57%-245.6pp | 318.53%-300.6pp |
| Employer contribution / active EE | $3,378 | $3,318+1.8% | $4,829-30.1% | $2,565+31.7% |
| Participant deferral / active EE | $6,849 | $5,945+15.2% | $7,352-6.8% | $3,952+73.3% |
| Admin fee / account holder | $8,118 | $6,933+17.1% | $10,799-24.8% | $6,260+29.7% |