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 | $196,359 | $157,256+24.9% | $141,162+39.1% | $152,861+28.5% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 21.68% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,076 | $5,261-60.5% | $4,735-56.2% | $4,762-56.4% |
| Participant deferral / active EE | $3,499 | $7,109-50.8% | $6,709-47.8% | $5,850-40.2% |
| Admin fee / account holder | $9,392 | $12,120-22.5% | $10,261-8.5% | $11,596-19.0% |