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 | $108,059 | $86,286+25.2% | $111,297-2.9% | $85,850+25.9% |
| Participation rate | 95.7% | 73.3%+22.3pp | 77.3%+18.3pp | 69.3%+26.3pp |
| Annual return | 14.08% | 19.99%-5.9pp | 54.65%-40.6pp | 318.53%-304.5pp |
| Employer contribution / active EE | $3,295 | $2,043+61.3% | $2,731+20.6% | $2,565+28.5% |
| Participant deferral / active EE | $6,258 | $3,641+71.9% | $4,487+39.5% | $3,952+58.4% |
| Admin fee / account holder | $11,161 | $8,188+36.3% | $7,964+40.1% | $6,260+78.3% |