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 | $226,180 | $176,056+28.5% | $159,436+41.9% | $167,490+35.0% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 14.84% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $5,670 | $5,297+7.0% | $4,829+17.4% | $4,837+17.2% |
| Participant deferral / active EE | $11,499 | $7,750+48.4% | $7,352+56.4% | $6,341+81.3% |
| Admin fee / account holder | $14,969 | $12,554+19.2% | $10,799+38.6% | $12,309+21.6% |