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 | $243,225 | $157,256+54.7% | $141,162+72.3% | $152,861+59.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 18.12% | 64.32%-46.2pp | 71.39%-53.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $6,289 | $5,261+19.5% | $4,735+32.8% | $4,762+32.1% |
| Participant deferral / active EE | $8,758 | $7,109+23.2% | $6,709+30.5% | $5,850+49.7% |
| Admin fee / account holder | $2,802 | $12,120-76.9% | $10,261-72.7% | $11,596-75.8% |