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 | $199,122 | $175,202+13.7% | $149,673+33.0% | $139,434+42.8% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 13.58% | 166.71%-153.1pp | 134.42%-120.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $4,196 | $5,474-23.3% | $4,818-12.9% | $4,751-11.7% |
| Participant deferral / active EE | $10,718 | $6,519+64.4% | $5,680+88.7% | $6,710+59.7% |
| Admin fee / account holder | $2,948 | $16,150-81.7% | $13,210-77.7% | $11,403-74.1% |