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 | $221,033 | $177,572+24.5% | $154,803+42.8% | $142,382+55.2% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 17.48% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,969 | $4,810-59.1% | $4,305-54.3% | $4,299-54.2% |
| Participant deferral / active EE | $5,669 | $6,272-9.6% | $5,540+2.3% | $6,507-12.9% |
| Admin fee / account holder | $601 | $16,786-96.4% | $14,329-95.8% | $12,624-95.2% |