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 | $181,065 | $154,228+17.4% | $145,433+24.5% | $137,256+31.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.97% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,287 | $4,804-10.8% | $4,554-5.9% | $4,156+3.1% |
| Participant deferral / active EE | $5,968 | $8,216-27.4% | $7,897-24.4% | $6,407-6.9% |
| Admin fee / account holder | $2,062 | $14,344-85.6% | $13,129-84.3% | $12,270-83.2% |