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 | $107,934 | $56,114+92.3% | $96,139+12.3% | $85,850+25.7% |
| Participation rate | 77.6% | 56.7%+20.9pp | 68.4%+9.2pp | 69.3%+8.3pp |
| Annual return | 17.35% | 42.30%-25.0pp | 191.94%-174.6pp | 318.53%-301.2pp |
| Employer contribution / active EE | $2,364 | $1,620+45.9% | $2,797-15.5% | $2,565-7.8% |
| Participant deferral / active EE | $5,020 | $2,859+75.6% | $4,349+15.4% | $3,952+27.0% |
| Admin fee / account holder | $3,070 | $3,768-18.5% | $5,537-44.5% | $6,260-51.0% |