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 | $220,308 | $183,963+19.8% | $162,163+35.9% | $152,861+44.1% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.6%+8.3pp | 82.4%+13.4pp |
| Annual return | 20.84% | 150.76%-129.9pp | 115.59%-94.7pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,425 | $6,371-61.9% | $5,614-56.8% | $4,762-49.1% |
| Participant deferral / active EE | $5,846 | $8,034-27.2% | $7,298-19.9% | $5,850-0.1% |
| Admin fee / account holder | $2,252 | $13,121-82.8% | $10,843-79.2% | $11,596-80.6% |