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 | $144,232 | $138,065+4.5% | $123,544+16.7% | $135,375+6.5% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | 8.15% | 153.68%-145.5pp | 119.20%-111.0pp | 519.73%-511.6pp |
| Employer contribution / active EE | $2,327 | $5,151-54.8% | $4,628-49.7% | $4,779-51.3% |
| Participant deferral / active EE | $13,755 | $6,799+102.3% | $6,426+114.1% | $5,609+145.2% |
| Admin fee / account holder | $852 | $10,916-92.2% | $9,284-90.8% | $10,827-92.1% |