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 | $196,380 | $86,286+127.6% | $111,297+76.4% | $85,850+128.7% |
| Participation rate | 89.5% | 73.3%+16.1pp | 77.3%+12.2pp | 69.3%+20.2pp |
| Annual return | 12.07% | 19.99%-7.9pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $3,259 | $2,043+59.5% | $2,731+19.3% | $2,565+27.1% |
| Participant deferral / active EE | $5,556 | $3,641+52.6% | $4,487+23.8% | $3,952+40.6% |
| Admin fee / account holder | $13,080 | $8,188+59.8% | $7,964+64.2% | $6,260+109.0% |