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 | $194,589 | $123,793+57.2% | $177,821+9.4% | $79,858+143.7% |
| Participation rate | 87.9% | 84.7%+3.3pp | 87.7%+0.2pp | 69.6%+18.3pp |
| Annual return | 19.65% | 22.82%-3.2pp | 48.32%-28.7pp | 31.71%-12.1pp |
| Employer contribution / active EE | $5,833 | $4,095+42.4% | $5,918-1.4% | $2,471+136.1% |
| Participant deferral / active EE | $12,621 | $5,956+111.9% | $7,714+63.6% | $3,740+237.5% |
| Admin fee / account holder | $15,700 | $7,243+116.8% | $12,427+26.3% | $5,306+195.9% |