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 | $193,547 | $91,190+112.2% | $178,490+8.4% | $79,858+142.4% |
| Participation rate | 81.5% | 69.2%+12.3pp | 81.9%-0.4pp | 69.6%+11.8pp |
| Annual return | 23.97% | 24.19%-0.2pp | 151.07%-127.1pp | 31.71%-7.7pp |
| Employer contribution / active EE | $2,716 | $3,256-16.6% | $5,011-45.8% | $2,471+9.9% |
| Participant deferral / active EE | $4,678 | $3,236+44.5% | $5,202-10.1% | $3,740+25.1% |
| Admin fee / account holder | $5,199 | $6,751-23.0% | $13,984-62.8% | $5,306-2.0% |