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 | $245,677 | $165,335+48.6% | $149,696+64.1% | $158,922+54.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 10.86% | 348.15%-337.3pp | 276.60%-265.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,426 | $5,103-72.0% | $4,644-69.3% | $4,761-70.0% |
| Participant deferral / active EE | $5,133 | $7,181-28.5% | $6,842-25.0% | $5,982-14.2% |
| Admin fee / account holder | $50,077 | $10,807+363.4% | $9,309+438.0% | $11,246+345.3% |