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 | $198,653 | $157,256+26.3% | $141,162+40.7% | $152,861+30.0% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 21.67% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,881 | $5,261-45.2% | $4,735-39.2% | $4,762-39.5% |
| Participant deferral / active EE | $10,111 | $7,109+42.2% | $6,709+50.7% | $5,850+72.8% |
| Admin fee / account holder | $15,375 | $12,120+26.9% | $10,261+49.8% | $11,596+32.6% |