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 | $200,682 | $183,592+9.3% | $155,567+29.0% | $145,959+37.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.91% | 61.24%-47.3pp | 64.74%-50.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,485 | $5,315-53.2% | $4,674-46.8% | $4,661-46.7% |
| Participant deferral / active EE | $5,411 | $6,464-16.3% | $5,628-3.9% | $6,689-19.1% |
| Admin fee / account holder | $58,286 | $19,318+201.7% | $15,916+266.2% | $13,398+335.0% |