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 | $177,850 | $159,934+11.2% | $147,005+21.0% | $145,959+21.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.79% | 98.24%-83.5pp | 418.76%-404.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,181 | $5,287-58.8% | $4,934-55.8% | $4,661-53.2% |
| Participant deferral / active EE | $3,924 | $8,427-53.4% | $8,070-51.4% | $6,689-41.3% |
| Admin fee / account holder | $2,192 | $15,053-85.4% | $13,006-83.1% | $13,398-83.6% |