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 | $212,014 | $106,515+99.0% | $96,683+119.3% | $139,434+52.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 19.84% | 38.43%-18.6pp | 35.69%-15.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,003 | $4,103-51.2% | $3,737-46.4% | $4,751-57.8% |
| Participant deferral / active EE | $7,001 | $5,454+28.4% | $4,878+43.5% | $6,710+4.3% |
| Admin fee / account holder | $27,816 | $7,877+253.1% | $6,730+313.3% | $11,403+143.9% |