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 | $187,912 | $124,319+51.2% | $111,297+68.8% | $167,490+12.2% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 13.87% | 37.44%-23.6pp | 54.65%-40.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $7,853 | $3,435+128.6% | $2,731+187.5% | $4,837+62.3% |
| Participant deferral / active EE | $5,725 | $5,180+10.5% | $4,487+27.6% | $6,341-9.7% |
| Admin fee / account holder | $5,621 | $10,618-47.1% | $7,964-29.4% | $12,309-54.3% |