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 | $130,166 | $100,004+30.2% | $81,438+59.8% | $145,959-10.8% |
| Participation rate | 90.5% | 74.2%+16.3pp | 69.5%+21.0pp | 80.3%+10.2pp |
| Annual return | 12.82% | 34.34%-21.5pp | 24.74%-11.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $8,419 | $2,970+183.5% | $2,460+242.2% | $4,661+80.6% |
| Participant deferral / active EE | $6,512 | $4,603+41.5% | $3,883+67.7% | $6,689-2.6% |
| Admin fee / account holder | $26,421 | $8,202+222.1% | $5,764+358.4% | $13,398+97.2% |