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 | $247,569 | $148,534+66.7% | $135,903+82.2% | $139,434+77.6% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 15.03% | 79.19%-64.2pp | 68.23%-53.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,202 | $5,243-38.9% | $4,856-34.1% | $4,751-32.6% |
| Participant deferral / active EE | $9,718 | $8,100+20.0% | $7,758+25.3% | $6,710+44.8% |
| Admin fee / account holder | $27,817 | $12,400+124.3% | $10,762+158.5% | $11,403+144.0% |