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 | $220,901 | $183,519+20.4% | $155,509+42.1% | $145,922+51.4% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 9.49% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,411 | $5,313-73.4% | $4,672-69.8% | $4,660-69.7% |
| Participant deferral / active EE | $8,295 | $6,462+28.4% | $5,626+47.4% | $6,688+24.0% |
| Admin fee / account holder | $50,259 | $19,313+160.2% | $15,912+215.9% | $13,397+275.2% |