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 | $175,569 | $159,602+10.0% | $150,045+17.0% | $142,382+23.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 21.22% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $6,326 | $4,961+27.5% | $4,693+34.8% | $4,299+47.1% |
| Participant deferral / active EE | $10,709 | $8,310+28.9% | $7,997+33.9% | $6,507+64.6% |
| Admin fee / account holder | $37,974 | $14,846+155.8% | $13,435+182.7% | $12,624+200.8% |