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 | $191,483 | $86,286+121.9% | $111,297+72.0% | $85,850+123.0% |
| Participation rate | 81.0% | 73.3%+7.6pp | 77.3%+3.6pp | 69.3%+11.6pp |
| Annual return | 16.52% | 19.99%-3.5pp | 54.65%-38.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $4,314 | $2,043+111.1% | $2,731+58.0% | $2,565+68.2% |
| Participant deferral / active EE | $4,680 | $3,641+28.6% | $4,487+4.3% | $3,952+18.4% |
| Admin fee / account holder | $10,130 | $8,188+23.7% | $7,964+27.2% | $6,260+61.8% |