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 | $195,645 | $124,319+57.4% | $111,297+75.8% | $167,490+16.8% |
| Participation rate | 88.2% | 79.6%+8.6pp | 77.3%+10.9pp | 82.1%+6.1pp |
| Annual return | 12.50% | 37.44%-24.9pp | 54.65%-42.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $6,004 | $3,435+74.8% | $2,731+119.8% | $4,837+24.1% |
| Participant deferral / active EE | $7,005 | $5,180+35.2% | $4,487+56.1% | $6,341+10.5% |
| Admin fee / account holder | $94,143 | $10,618+786.6% | $7,964+1082.1% | $12,309+664.8% |