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 | $172,073 | $124,319+38.4% | $111,297+54.6% | $167,490+2.7% |
| Participation rate | 93.8% | 79.6%+14.1pp | 77.3%+16.4pp | 82.1%+11.6pp |
| Annual return | 26.86% | 37.44%-10.6pp | 54.65%-27.8pp | 478.56%-451.7pp |
| Employer contribution / active EE | $3,750 | $3,435+9.2% | $2,731+37.3% | $4,837-22.5% |
| Participant deferral / active EE | $2,056 | $5,180-60.3% | $4,487-54.2% | $6,341-67.6% |
| Admin fee / account holder | $11,201 | $10,618+5.5% | $7,964+40.7% | $12,309-9.0% |