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 | $147,363 | $115,770+27.3% | $101,248+45.5% | $158,922-7.3% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 20.83% | 56.14%-35.3pp | 46.47%-25.6pp | 302.83%-282.0pp |
| Employer contribution / active EE | $9,417 | $4,175+125.6% | $3,660+157.3% | $4,761+97.8% |
| Participant deferral / active EE | $4,778 | $4,957-3.6% | $4,370+9.3% | $5,982-20.1% |
| Admin fee / account holder | $15,772 | $7,245+117.7% | $5,945+165.3% | $11,246+40.3% |