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 | $189,417 | $118,849+59.4% | $96,562+96.2% | $167,490+13.1% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.8%+21.1pp | 82.1%+8.8pp |
| Annual return | 10.96% | 50.49%-39.5pp | 37.78%-26.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,300 | $3,120-26.3% | $2,356-2.4% | $4,837-52.5% |
| Participant deferral / active EE | $4,729 | $4,616+2.5% | $3,849+22.9% | $6,341-25.4% |
| Admin fee / account holder | $1,728 | $8,065-78.6% | $6,181-72.0% | $12,309-86.0% |