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 | $221,480 | $177,572+24.7% | $154,803+43.1% | $142,382+55.6% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 17.61% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $7,117 | $4,810+48.0% | $4,305+65.3% | $4,299+65.6% |
| Participant deferral / active EE | $5,231 | $6,272-16.6% | $5,540-5.6% | $6,507-19.6% |
| Admin fee / account holder | $3,739 | $16,786-77.7% | $14,329-73.9% | $12,624-70.4% |