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 | $189,802 | $123,793+53.3% | $177,821+6.7% | $79,858+137.7% |
| Participation rate | 93.9% | 84.7%+9.2pp | 87.7%+6.2pp | 69.6%+24.2pp |
| Annual return | 14.85% | 22.82%-8.0pp | 48.32%-33.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,983 | $4,095-27.1% | $5,918-49.6% | $2,471+20.7% |
| Participant deferral / active EE | $9,790 | $5,956+64.4% | $7,714+26.9% | $3,740+161.8% |
| Admin fee / account holder | $24,093 | $7,243+232.7% | $12,427+93.9% | $5,306+354.0% |