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 | $184,608 | $101,724+81.5% | $164,813+12.0% | $80,856+128.3% |
| Participation rate | 95.7% | 71.8%+23.9pp | 78.6%+17.1pp | 67.6%+28.1pp |
| Annual return | 15.79% | 16.72%-0.9pp | 69.93%-54.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $4,792 | $2,953+62.3% | $4,341+10.4% | $2,755+74.0% |
| Participant deferral / active EE | $4,420 | $4,477-1.3% | $6,031-26.7% | $4,296+2.9% |
| Admin fee / account holder | $15,541 | $8,227+88.9% | $12,690+22.5% | $6,918+124.6% |