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 | $230,288 | $175,202+31.4% | $149,673+53.9% | $139,434+65.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.04% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,305 | $5,474-39.6% | $4,818-31.4% | $4,751-30.4% |
| Participant deferral / active EE | $8,612 | $6,519+32.1% | $5,680+51.6% | $6,710+28.3% |
| Admin fee / account holder | $34,403 | $16,150+113.0% | $13,210+160.4% | $11,403+201.7% |