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 | $181,217 | $157,256+15.2% | $141,162+28.4% | $152,861+18.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 20.23% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,725 | $5,261-48.2% | $4,735-42.5% | $4,762-42.8% |
| Participant deferral / active EE | $5,682 | $7,109-20.1% | $6,709-15.3% | $5,850-2.9% |
| Admin fee / account holder | $4,446 | $12,120-63.3% | $10,261-56.7% | $11,596-61.7% |