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 | $197,529 | $159,602+23.8% | $150,045+31.6% | $142,382+38.7% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 16.43% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,242 | $4,961-54.8% | $4,693-52.2% | $4,299-47.8% |
| Participant deferral / active EE | $14,898 | $8,310+79.3% | $7,997+86.3% | $6,507+128.9% |
| Admin fee / account holder | $64,047 | $14,846+331.4% | $13,435+376.7% | $12,624+407.4% |