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 | $232,521 | $177,572+30.9% | $154,803+50.2% | $142,382+63.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 23.99% | 65.07%-41.1pp | 58.88%-34.9pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,667 | $4,810-44.6% | $4,305-38.1% | $4,299-38.0% |
| Participant deferral / active EE | $4,008 | $6,272-36.1% | $5,540-27.7% | $6,507-38.4% |
| Admin fee / account holder | $938 | $16,786-94.4% | $14,329-93.5% | $12,624-92.6% |