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 | $166,973 | $150,440+11.0% | $136,294+22.5% | $147,584+13.1% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 17.03% | 1049.08%-1032.1pp | 5155.94%-5138.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $4,024 | $5,256-23.4% | $4,695-14.3% | $4,876-17.5% |
| Participant deferral / active EE | $7,203 | $6,630+8.6% | $6,247+15.3% | $5,439+32.4% |
| Admin fee / account holder | $11,230 | $10,905+3.0% | $9,243+21.5% | $10,885+3.2% |