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 | $230,011 | $201,272+14.3% | $184,203+24.9% | $145,922+57.6% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 10.73% | 29.00%-18.3pp | 28.81%-18.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,518 | $7,022-64.1% | $6,427-60.8% | $4,660-46.0% |
| Participant deferral / active EE | $6,198 | $9,806-36.8% | $9,131-32.1% | $6,688-7.3% |
| Admin fee / account holder | $5,361 | $16,364-67.2% | $13,901-61.4% | $13,397-60.0% |