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 | $239,450 | $157,256+52.3% | $141,162+69.6% | $152,861+56.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 21.98% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $14,181 | $5,261+169.5% | $4,735+199.5% | $4,762+197.8% |
| Participant deferral / active EE | $8,150 | $7,109+14.6% | $6,709+21.5% | $5,850+39.3% |
| Admin fee / account holder | $13,996 | $12,120+15.5% | $10,261+36.4% | $11,596+20.7% |