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 | $197,528 | $157,256+25.6% | $141,162+39.9% | $152,861+29.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 20.74% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,830 | $5,261-65.2% | $4,735-61.3% | $4,762-61.6% |
| Participant deferral / active EE | $10,555 | $7,109+48.5% | $6,709+57.3% | $5,850+80.4% |
| Admin fee / account holder | $15,393 | $12,120+27.0% | $10,261+50.0% | $11,596+32.7% |