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 | $182,721 | $176,056+3.8% | $159,436+14.6% | $167,490+9.1% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 14.04% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,511 | $5,297-52.6% | $4,829-48.0% | $4,837-48.1% |
| Participant deferral / active EE | $10,025 | $7,750+29.3% | $7,352+36.4% | $6,341+58.1% |
| Admin fee / account holder | $21,405 | $12,554+70.5% | $10,799+98.2% | $12,309+73.9% |