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 | $200,135 | $175,202+14.2% | $149,673+33.7% | $139,434+43.5% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 10.76% | 166.71%-155.9pp | 134.42%-123.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,306 | $5,474-76.1% | $4,818-72.9% | $4,751-72.5% |
| Participant deferral / active EE | $6,479 | $6,519-0.6% | $5,680+14.1% | $6,710-3.4% |
| Admin fee / account holder | $96,643 | $16,150+498.4% | $13,210+631.6% | $11,403+747.6% |