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 | $153,947 | $105,181+46.4% | $159,436-3.4% | $85,850+79.3% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.8%+12.2pp | 69.3%+25.7pp |
| Annual return | 13.42% | 45.07%-31.7pp | 263.57%-250.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $4,209 | $3,318+26.9% | $4,829-12.8% | $2,565+64.1% |
| Participant deferral / active EE | $10,769 | $5,945+81.1% | $7,352+46.5% | $3,952+172.5% |
| Admin fee / account holder | $11,437 | $6,933+65.0% | $10,799+5.9% | $6,260+82.7% |