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 | $213,099 | $162,781+30.9% | $133,956+59.1% | $158,922+34.1% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 14.68% | 41.94%-27.3pp | 45.09%-30.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,646 | $4,975-46.8% | $3,919-32.5% | $4,761-44.4% |
| Participant deferral / active EE | $7,633 | $5,911+29.1% | $5,048+51.2% | $5,982+27.6% |
| Admin fee / account holder | $964 | $11,736-91.8% | $8,927-89.2% | $11,246-91.4% |