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 | $111,685 | $65,409+70.7% | $98,442+13.5% | $85,850+30.1% |
| Participation rate | 82.8% | 65.0%+17.8pp | 73.3%+9.4pp | 69.3%+13.4pp |
| Annual return | 23.34% | 21.76%+1.6pp | 1492.73%-1469.4pp | 318.53%-295.2pp |
| Employer contribution / active EE | $1,852 | $2,168-14.6% | $2,960-37.4% | $2,565-27.8% |
| Participant deferral / active EE | $5,953 | $3,166+88.0% | $4,276+39.2% | $3,952+50.7% |
| Admin fee / account holder | $15,200 | $4,593+231.0% | $5,949+155.5% | $6,260+142.8% |