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 | $192,800 | $175,202+10.0% | $149,673+28.8% | $139,434+38.3% |
| Participation rate | 95.8% | 83.4%+12.5pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 15.18% | 166.71%-151.5pp | 134.42%-119.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $9,696 | $5,474+77.1% | $4,818+101.3% | $4,751+104.1% |
| Participant deferral / active EE | $5,188 | $6,519-20.4% | $5,680-8.7% | $6,710-22.7% |
| Admin fee / account holder | $258,709 | $16,150+1501.9% | $13,210+1858.5% | $11,403+2168.9% |