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 | $194,081 | $148,534+30.7% | $135,903+42.8% | $139,434+39.2% |
| Participation rate | 79.2% | 83.9%-4.7pp | 81.9%-2.7pp | 80.3%-1.2pp |
| Annual return | 18.05% | 79.19%-61.1pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $15,194 | $5,243+189.8% | $4,856+212.9% | $4,751+219.8% |
| Participant deferral / active EE | $12,649 | $8,100+56.2% | $7,758+63.1% | $6,710+88.5% |
| Admin fee / account holder | $4,798 | $12,400-61.3% | $10,762-55.4% | $11,403-57.9% |