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 | $233,817 | $183,519+27.4% | $155,509+50.4% | $145,922+60.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 20.74% | 61.17%-40.4pp | 64.67%-43.9pp | 561.29%-540.5pp |
| Employer contribution / active EE | $2,499 | $5,313-53.0% | $4,672-46.5% | $4,660-46.4% |
| Participant deferral / active EE | $5,546 | $6,462-14.2% | $5,626-1.4% | $6,688-17.1% |
| Admin fee / account holder | $3,578 | $19,313-81.5% | $15,912-77.5% | $13,397-73.3% |