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 | $186,350 | $157,256+18.5% | $141,162+32.0% | $152,861+21.9% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 18.55% | 64.32%-45.8pp | 71.39%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $3,437 | $5,261-34.7% | $4,735-27.4% | $4,762-27.8% |
| Participant deferral / active EE | $7,300 | $7,109+2.7% | $6,709+8.8% | $5,850+24.8% |
| Admin fee / account holder | $73,309 | $12,120+504.9% | $10,261+614.4% | $11,596+532.2% |