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 | $202,795 | $157,256+29.0% | $141,162+43.7% | $152,861+32.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 15.62% | 64.32%-48.7pp | 71.39%-55.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $4,822 | $5,261-8.3% | $4,735+1.8% | $4,762+1.3% |
| Participant deferral / active EE | $4,104 | $7,109-42.3% | $6,709-38.8% | $5,850-29.8% |
| Admin fee / account holder | $4,424 | $12,120-63.5% | $10,261-56.9% | $11,596-61.9% |