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 | $232,767 | $111,301+109.1% | $112,977+106.0% | $158,922+46.5% |
| Participation rate | 88.9% | 83.5%+5.4pp | 82.6%+6.3pp | 82.0%+6.9pp |
| Annual return | 23.78% | 26.40%-2.6pp | 24.24%-0.5pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,433 | $4,471-68.0% | $4,255-66.3% | $4,761-69.9% |
| Participant deferral / active EE | $6,856 | $5,880+16.6% | $5,836+17.5% | $5,982+14.6% |
| Admin fee / account holder | $13,858 | $8,392+65.1% | $6,294+120.2% | $11,246+23.2% |