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 | $181,127 | $159,901+13.3% | $146,958+23.3% | $145,922+24.1% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 17.85% | 98.13%-80.3pp | 418.34%-400.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,060 | $5,286-61.0% | $4,933-58.2% | $4,660-55.8% |
| Participant deferral / active EE | $4,302 | $8,428-49.0% | $8,070-46.7% | $6,688-35.7% |
| Admin fee / account holder | $1,315 | $15,044-91.3% | $12,998-89.9% | $13,397-90.2% |