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 | $204,099 | $159,602+27.9% | $150,045+36.0% | $142,382+43.3% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 18.63% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,675 | $4,961-25.9% | $4,693-21.7% | $4,299-14.5% |
| Participant deferral / active EE | $5,355 | $8,310-35.6% | $7,997-33.0% | $6,507-17.7% |
| Admin fee / account holder | $5,640 | $14,846-62.0% | $13,435-58.0% | $12,624-55.3% |