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 | $208,334 | $175,202+18.9% | $149,673+39.2% | $139,434+49.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 12.81% | 166.71%-153.9pp | 134.42%-121.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,961 | $5,474-45.9% | $4,818-38.5% | $4,751-37.7% |
| Participant deferral / active EE | $8,297 | $6,519+27.3% | $5,680+46.1% | $6,710+23.6% |
| Admin fee / account holder | $20,135 | $16,150+24.7% | $13,210+52.4% | $11,403+76.6% |