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 | $201,437 | $105,126+91.6% | $94,646+112.8% | $139,434+44.5% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 15.56% | 38.03%-22.5pp | 156.71%-141.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $761 | $4,106-81.5% | $3,672-79.3% | $4,751-84.0% |
| Participant deferral / active EE | $10,174 | $7,599+33.9% | $7,418+37.2% | $6,710+51.6% |
| Admin fee / account holder | $7,447 | $8,984-17.1% | $7,231+3.0% | $11,403-34.7% |