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 | $236,952 | $159,602+48.5% | $150,045+57.9% | $142,382+66.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 28.81% | 70.24%-41.4pp | 62.55%-33.7pp | 217.08%-188.3pp |
| Employer contribution / active EE | $1,592 | $4,961-67.9% | $4,693-66.1% | $4,299-63.0% |
| Participant deferral / active EE | $5,404 | $8,310-35.0% | $7,997-32.4% | $6,507-17.0% |
| Admin fee / account holder | $16,097 | $14,846+8.4% | $13,435+19.8% | $12,624+27.5% |