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 | $203,364 | $159,602+27.4% | $150,045+35.5% | $142,382+42.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 17.85% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,717 | $4,961-45.2% | $4,693-42.1% | $4,299-36.8% |
| Participant deferral / active EE | $4,622 | $8,310-44.4% | $7,997-42.2% | $6,507-29.0% |
| Admin fee / account holder | $7,500 | $14,846-49.5% | $13,435-44.2% | $12,624-40.6% |