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 | $231,468 | $105,181+120.1% | $159,436+45.2% | $85,850+169.6% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.8%+14.2pp | 69.3%+27.7pp |
| Annual return | 15.20% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,675 | $3,318-19.4% | $4,829-44.6% | $2,565+4.3% |
| Participant deferral / active EE | $7,290 | $5,945+22.6% | $7,352-0.8% | $3,952+84.5% |
| Admin fee / account holder | $16,968 | $6,933+144.7% | $10,799+57.1% | $6,260+171.1% |