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 | $227,672 | $157,256+44.8% | $141,162+61.3% | $152,861+48.9% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 21.63% | 64.32%-42.7pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $15,244 | $5,261+189.8% | $4,735+222.0% | $4,762+220.1% |
| Participant deferral / active EE | $17,065 | $7,109+140.0% | $6,709+154.4% | $5,850+191.7% |
| Admin fee / account holder | $1,951 | $12,120-83.9% | $10,261-81.0% | $11,596-83.2% |