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 | $183,116 | $74,888+144.5% | $71,209+157.2% | $142,382+28.6% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 13.08% | 345.14%-332.1pp | 282.51%-269.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,419 | $2,854+19.8% | $2,721+25.7% | $4,299-20.5% |
| Participant deferral / active EE | $7,876 | $4,454+76.8% | $4,175+88.6% | $6,507+21.0% |
| Admin fee / account holder | $7,924 | $5,568+42.3% | $5,349+48.2% | $12,624-37.2% |