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 | $238,836 | $157,256+51.9% | $141,162+69.2% | $152,861+56.2% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 21.32% | 64.32%-43.0pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $8,848 | $5,261+68.2% | $4,735+86.9% | $4,762+85.8% |
| Participant deferral / active EE | $4,828 | $7,109-32.1% | $6,709-28.0% | $5,850-17.5% |
| Admin fee / account holder | $11,084 | $12,120-8.6% | $10,261+8.0% | $11,596-4.4% |