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 | $176,751 | $159,934+10.5% | $147,005+20.2% | $145,959+21.1% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 16.34% | 98.24%-81.9pp | 418.76%-402.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $3,109 | $5,287-41.2% | $4,934-37.0% | $4,661-33.3% |
| Participant deferral / active EE | $3,954 | $8,427-53.1% | $8,070-51.0% | $6,689-40.9% |
| Admin fee / account holder | $8,933 | $15,053-40.7% | $13,006-31.3% | $13,398-33.3% |