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 | $185,841 | $157,256+18.2% | $141,162+31.7% | $152,861+21.6% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 22.98% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,899 | $5,261-44.9% | $4,735-38.8% | $4,762-39.1% |
| Participant deferral / active EE | $8,583 | $7,109+20.7% | $6,709+27.9% | $5,850+46.7% |
| Admin fee / account holder | $22,090 | $12,120+82.3% | $10,261+115.3% | $11,596+90.5% |