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 | $197,715 | $86,286+129.1% | $111,297+77.6% | $85,850+130.3% |
| Participation rate | 76.9% | 73.3%+3.6pp | 77.3%-0.4pp | 69.3%+7.6pp |
| Annual return | 11.45% | 19.99%-8.5pp | 54.65%-43.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $3,009 | $2,043+47.3% | $2,731+10.2% | $2,565+17.3% |
| Participant deferral / active EE | $4,779 | $3,641+31.3% | $4,487+6.5% | $3,952+20.9% |
| Admin fee / account holder | $30,156 | $8,188+268.3% | $7,964+278.7% | $6,260+381.7% |