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 | $141,218 | $121,625+16.1% | $104,607+35.0% | $158,922-11.1% |
| Participation rate | 81.0% | 77.5%+3.4pp | 74.1%+6.9pp | 82.0%-1.0pp |
| Annual return | 18.86% | 465.26%-446.4pp | 340.46%-321.6pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,398 | $3,163-24.2% | $2,681-10.6% | $4,761-49.6% |
| Participant deferral / active EE | $5,982 | $4,177+43.2% | $3,740+60.0% | $5,9820% |
| Admin fee / account holder | $31,316 | $7,787+302.2% | $6,473+383.8% | $11,246+178.5% |