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 | $247,294 | $197,591+25.2% | $177,821+39.1% | $158,922+55.6% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.7pp |
| Annual return | 12.16% | 58.76%-46.6pp | 48.32%-36.2pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,550 | $6,697-61.9% | $5,918-56.9% | $4,761-46.4% |
| Participant deferral / active EE | $9,012 | $8,405+7.2% | $7,714+16.8% | $5,982+50.6% |
| Admin fee / account holder | $3,030 | $15,399-80.3% | $12,427-75.6% | $11,246-73.1% |