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 | $182,602 | $209,336-12.8% | $197,124-7.4% | $137,256+33.0% |
| Participation rate | 88.2% | 87.3%+0.9pp | 86.7%+1.5pp | 80.0%+8.3pp |
| Annual return | 13.74% | 48.09%-34.4pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $20,968 | $9,614+118.1% | $9,135+129.5% | $6,407+227.3% |
| Admin fee / account holder | $28,360 | $17,308+63.9% | $16,298+74.0% | $12,270+131.1% |