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 | $181,138 | $154,228+17.4% | $145,433+24.6% | $137,256+32.0% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 13.34% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,174 | $4,804-54.8% | $4,554-52.3% | $4,156-47.7% |
| Participant deferral / active EE | $12,275 | $8,216+49.4% | $7,897+55.4% | $6,407+91.6% |
| Admin fee / account holder | $254,737 | $14,344+1676.0% | $13,129+1840.3% | $12,270+1976.1% |