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 | $173,353 | $82,978+108.9% | $129,995+33.4% | $71,457+142.6% |
| Participation rate | 74.8% | 74.1%+0.7pp | 78.5%-3.7pp | 67.9%+6.8pp |
| Annual return | 221.59% | 20.60%+201.0pp | -137.18%+358.8pp | 28.85%+192.7pp |
| Employer contribution / active EE | $2,057 | $2,622-21.5% | $4,320-52.4% | $2,588-20.5% |
| Participant deferral / active EE | $2,575 | $4,432-41.9% | $5,820-55.7% | $4,289-40.0% |
| Admin fee / account holder | $940 | $1,729-45.6% | $10,614-91.1% | $1,587-40.8% |