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 | $171,199 | $148,534+15.3% | $135,903+26.0% | $139,434+22.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 17.79% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,865 | $5,243-45.4% | $4,856-41.0% | $4,751-39.7% |
| Participant deferral / active EE | $12,285 | $8,100+51.7% | $7,758+58.4% | $6,710+83.1% |
| Admin fee / account holder | $1,730 | $12,400-86.0% | $10,762-83.9% | $11,403-84.8% |