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 | $183,030 | $165,335+10.7% | $149,696+22.3% | $158,922+15.2% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 13.25% | 348.15%-334.9pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $9,021 | $5,103+76.8% | $4,644+94.2% | $4,761+89.5% |
| Participant deferral / active EE | $12,786 | $7,181+78.1% | $6,842+86.9% | $5,982+113.7% |
| Admin fee / account holder | $6,856 | $10,807-36.6% | $9,309-26.3% | $11,246-39.0% |