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 | $223,126 | $157,256+41.9% | $141,162+58.1% | $152,861+46.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 21.48% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $985 | $5,261-81.3% | $4,735-79.2% | $4,762-79.3% |
| Participant deferral / active EE | $8,675 | $7,109+22.0% | $6,709+29.3% | $5,850+48.3% |
| Admin fee / account holder | $3,336 | $12,120-72.5% | $10,261-67.5% | $11,596-71.2% |