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 | $161,969 | $118,680+36.5% | $98,907+63.8% | $158,922+1.9% |
| Participation rate | 78.9% | 77.8%+1.1pp | 76.0%+2.9pp | 82.0%-3.0pp |
| Annual return | 12.62% | 372.35%-359.7pp | 196.43%-183.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,421 | $3,333+32.6% | $2,689+64.4% | $4,761-7.1% |
| Participant deferral / active EE | $8,992 | $5,088+76.7% | $4,244+111.9% | $5,982+50.3% |
| Admin fee / account holder | $13,743 | $10,131+35.7% | $6,642+106.9% | $11,246+22.2% |