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 | $185,338 | $95,416+94.2% | $185,823-0.3% | $85,850+115.9% |
| Participation rate | 92.6% | 68.8%+23.8pp | 81.7%+10.9pp | 69.3%+23.3pp |
| Annual return | 12.87% | 23.59%-10.7pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $8,096 | $3,314+144.3% | $5,167+56.7% | $2,565+215.6% |
| Participant deferral / active EE | $7,431 | $3,423+117.1% | $5,568+33.5% | $3,952+88.0% |
| Admin fee / account holder | $1,991 | $7,213-72.4% | $16,237-87.7% | $6,260-68.2% |