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 | $182,865 | $157,256+16.3% | $141,162+29.5% | $152,861+19.6% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 22.16% | 64.32%-42.2pp | 71.39%-49.2pp | 345.32%-323.2pp |
| Employer contribution / active EE | $5,788 | $5,261+10.0% | $4,735+22.2% | $4,762+21.5% |
| Participant deferral / active EE | $12,476 | $7,109+75.5% | $6,709+86.0% | $5,850+113.3% |
| Admin fee / account holder | $4,230 | $12,120-65.1% | $10,261-58.8% | $11,596-63.5% |