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 | $117,354 | $91,037+28.9% | $71,671+63.7% | $147,584-20.5% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 19.85% | 20.48%-0.6pp | 20.65%-0.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $4,448 | $3,327+33.7% | $2,460+80.8% | $4,876-8.8% |
| Participant deferral / active EE | $10,412 | $4,498+131.5% | $3,438+202.9% | $5,439+91.5% |
| Admin fee / account holder | $1,491 | $8,613-82.7% | $5,558-73.2% | $10,885-86.3% |