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 | $183,780 | $157,256+16.9% | $141,162+30.2% | $152,861+20.2% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 21.22% | 64.32%-43.1pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,763 | $5,261-47.5% | $4,735-41.6% | $4,762-42.0% |
| Participant deferral / active EE | $8,096 | $7,109+13.9% | $6,709+20.7% | $5,850+38.4% |
| Admin fee / account holder | $1,908 | $12,120-84.3% | $10,261-81.4% | $11,596-83.5% |