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 | $197,123 | $77,314+155.0% | $177,989+10.8% | $80,856+143.8% |
| Participation rate | 82.1% | 65.7%+16.4pp | 77.1%+5.0pp | 67.6%+14.4pp |
| Annual return | 13.11% | 18.09%-5.0pp | 294.48%-281.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,309 | $2,292-42.9% | $3,949-66.9% | $2,755-52.5% |
| Participant deferral / active EE | $9,177 | $4,411+108.1% | $6,276+46.2% | $4,296+113.6% |
| Admin fee / account holder | $15,488 | $7,191+115.4% | $10,363+49.4% | $6,918+123.9% |