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 | $163,267 | $159,901+2.1% | $146,958+11.1% | $145,922+11.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 12.64% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $6,699 | $5,286+26.7% | $4,933+35.8% | $4,660+43.8% |
| Participant deferral / active EE | $13,581 | $8,428+61.1% | $8,070+68.3% | $6,688+103.1% |
| Admin fee / account holder | $1,034 | $15,044-93.1% | $12,998-92.0% | $13,397-92.3% |