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 | $201,036 | $157,256+27.8% | $141,162+42.4% | $152,861+31.5% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 21.95% | 64.32%-42.4pp | 71.39%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,605 | $5,261-31.5% | $4,735-23.9% | $4,762-24.3% |
| Participant deferral / active EE | $5,114 | $7,109-28.1% | $6,709-23.8% | $5,850-12.6% |
| Admin fee / account holder | $356 | $12,120-97.1% | $10,261-96.5% | $11,596-96.9% |