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 | $179,951 | $159,602+12.7% | $150,045+19.9% | $142,382+26.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 12.83% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,474 | $4,961-30.0% | $4,693-26.0% | $4,299-19.2% |
| Participant deferral / active EE | $6,326 | $8,310-23.9% | $7,997-20.9% | $6,507-2.8% |
| Admin fee / account holder | $90,502 | $14,846+509.6% | $13,435+573.6% | $12,624+616.9% |