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 | $117,562 | $78,422+49.9% | $95,952+22.5% | $79,858+47.2% |
| Participation rate | 92.6% | 73.5%+19.2pp | 77.1%+15.6pp | 69.6%+23.0pp |
| Annual return | 14.30% | 19.37%-5.1pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $4,239 | $1,945+117.9% | $2,541+66.8% | $2,471+71.6% |
| Participant deferral / active EE | $3,195 | $3,440-7.1% | $4,167-23.3% | $3,740-14.6% |
| Admin fee / account holder | $18,998 | $5,622+237.9% | $6,795+179.6% | $5,306+258.0% |