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 | $193,593 | $105,181+84.1% | $159,436+21.4% | $85,850+125.5% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 14.45% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $4,002 | $3,318+20.6% | $4,829-17.1% | $2,565+56.0% |
| Participant deferral / active EE | $9,091 | $5,945+52.9% | $7,352+23.6% | $3,952+130.0% |
| Admin fee / account holder | $5,886 | $6,933-15.1% | $10,799-45.5% | $6,260-6.0% |