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 | $229,768 | $197,591+16.3% | $177,821+29.2% | $158,922+44.6% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.7%-14.4pp | 82.0%-8.6pp |
| Annual return | 18.87% | 58.76%-39.9pp | 48.32%-29.5pp | 302.83%-284.0pp |
| Employer contribution / active EE | $4,506 | $6,697-32.7% | $5,918-23.9% | $4,761-5.4% |
| Participant deferral / active EE | $9,488 | $8,405+12.9% | $7,714+23.0% | $5,982+58.6% |
| Admin fee / account holder | $58,479 | $15,399+279.8% | $12,427+370.6% | $11,246+420.0% |