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 | $193,739 | $183,519+5.6% | $155,509+24.6% | $145,922+32.8% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 11.94% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,278 | $5,313-75.9% | $4,672-72.6% | $4,660-72.6% |
| Participant deferral / active EE | $5,361 | $6,462-17.1% | $5,626-4.7% | $6,688-19.8% |
| Admin fee / account holder | $29,389 | $19,313+52.2% | $15,912+84.7% | $13,397+119.4% |