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 | $186,540 | $157,256+18.6% | $141,162+32.1% | $152,861+22.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 20.99% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $14,605 | $5,261+177.6% | $4,735+208.5% | $4,762+206.7% |
| Participant deferral / active EE | $13,326 | $7,109+87.4% | $6,709+98.6% | $5,850+127.8% |
| Admin fee / account holder | $15,637 | $12,120+29.0% | $10,261+52.4% | $11,596+34.8% |