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 | $191,832 | $101,724+88.6% | $164,813+16.4% | $80,856+137.2% |
| Participation rate | 96.2% | 71.8%+24.4pp | 78.6%+17.6pp | 67.6%+28.6pp |
| Annual return | 10.88% | 16.72%-5.8pp | 69.93%-59.1pp | 35.59%-24.7pp |
| Employer contribution / active EE | $4,990 | $2,953+69.0% | $4,341+15.0% | $2,755+81.2% |
| Participant deferral / active EE | $4,679 | $4,477+4.5% | $6,031-22.4% | $4,296+8.9% |
| Admin fee / account holder | $7,341 | $8,227-10.8% | $12,690-42.2% | $6,918+6.1% |