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 | $193,642 | $132,634+46.0% | $115,768+67.3% | $137,256+41.1% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.4%+17.3pp | 80.0%+11.7pp |
| Annual return | 14.46% | 160.70%-146.2pp | 100.46%-86.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $9,793 | $3,360+191.5% | $2,940+233.1% | $4,156+135.6% |
| Participant deferral / active EE | $6,728 | $5,619+19.8% | $4,917+36.8% | $6,407+5.0% |
| Admin fee / account holder | $6,022 | $15,028-59.9% | $12,439-51.6% | $12,270-50.9% |