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 | $190,652 | $157,256+21.2% | $141,162+35.1% | $152,861+24.7% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 16.22% | 64.32%-48.1pp | 71.39%-55.2pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,693 | $5,261-48.8% | $4,735-43.1% | $4,762-43.5% |
| Participant deferral / active EE | $8,813 | $7,109+24.0% | $6,709+31.4% | $5,850+50.6% |
| Admin fee / account holder | $917 | $12,120-92.4% | $10,261-91.1% | $11,596-92.1% |