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 5-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 | $228,837 | $93,373+145.1% | $152,466+50.1% | $85,850+166.6% |
| Participation rate | 96.9% | 70.1%+26.8pp | 78.2%+18.7pp | 69.3%+27.6pp |
| Annual return | 14.71% | 21.84%-7.1pp | 757.33%-742.6pp | 318.53%-303.8pp |
| Employer contribution / active EE | $4,416 | $2,996+47.4% | $4,327+2.1% | $2,565+72.2% |
| Participant deferral / active EE | $8,941 | $4,550+96.5% | $5,820+53.6% | $3,952+126.3% |
| Admin fee / account holder | $15,726 | $13,853+13.5% | $15,805-0.5% | $6,260+151.2% |