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 | $224,883 | $197,591+13.8% | $177,821+26.5% | $158,922+41.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 14.44% | 58.76%-44.3pp | 48.32%-33.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,966 | $6,697-55.7% | $5,918-49.9% | $4,761-37.7% |
| Participant deferral / active EE | $10,021 | $8,405+19.2% | $7,714+29.9% | $5,982+67.5% |
| Admin fee / account holder | $24,591 | $15,399+59.7% | $12,427+97.9% | $11,246+118.7% |