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 | $192,153 | $98,750+94.6% | $149,696+28.4% | $79,858+140.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 13.05% | 27.43%-14.4pp | 276.60%-263.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,746 | $3,216-45.7% | $4,644-62.4% | $2,471-29.3% |
| Participant deferral / active EE | $7,723 | $5,680+36.0% | $6,842+12.9% | $3,740+106.5% |
| Admin fee / account holder | $8,801 | $6,053+45.4% | $9,309-5.5% | $5,306+65.9% |