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 | $249,747 | $137,414+81.7% | $189,513+31.8% | $85,850+190.9% |
| Participation rate | 71.0% | 84.6%-13.6pp | 87.8%-16.8pp | 69.3%+1.7pp |
| Annual return | 16.46% | 38.14%-21.7pp | 555.15%-538.7pp | 318.53%-302.1pp |
| Employer contribution / active EE | $4,459 | $4,344+2.6% | $6,162-27.6% | $2,565+73.8% |
| Participant deferral / active EE | $7,400 | $6,260+18.2% | $8,221-10.0% | $3,952+87.3% |
| Admin fee / account holder | $7,665 | $8,630-11.2% | $12,045-36.4% | $6,260+22.5% |