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 | $185,222 | $175,202+5.7% | $149,673+23.8% | $139,434+32.8% |
| Participation rate | 87.0% | 83.4%+3.6pp | 78.8%+8.2pp | 80.3%+6.6pp |
| Annual return | 12.72% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,846 | $5,474-48.0% | $4,818-40.9% | $4,751-40.1% |
| Participant deferral / active EE | $8,596 | $6,519+31.9% | $5,680+51.3% | $6,710+28.1% |
| Admin fee / account holder | $30,774 | $16,150+90.5% | $13,210+133.0% | $11,403+169.9% |