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 | $191,918 | $175,202+9.5% | $149,673+28.2% | $139,434+37.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 13.91% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $16,036 | $5,474+192.9% | $4,818+232.9% | $4,751+237.6% |
| Participant deferral / active EE | $10,313 | $6,519+58.2% | $5,680+81.6% | $6,710+53.7% |
| Admin fee / account holder | $4,543 | $16,150-71.9% | $13,210-65.6% | $11,403-60.2% |