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 | $188,379 | $157,256+19.8% | $141,162+33.4% | $152,861+23.2% |
| Participation rate | 79.2% | 84.8%-5.7pp | 82.5%-3.3pp | 82.4%-3.3pp |
| Annual return | 20.65% | 64.32%-43.7pp | 71.39%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,902 | $5,261-44.8% | $4,735-38.7% | $4,762-39.1% |
| Participant deferral / active EE | $8,039 | $7,109+13.1% | $6,709+19.8% | $5,850+37.4% |
| Admin fee / account holder | $1,748 | $12,120-85.6% | $10,261-83.0% | $11,596-84.9% |