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 | $172,026 | $165,335+4.0% | $149,696+14.9% | $158,922+8.2% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 20.53% | 348.15%-327.6pp | 276.60%-256.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,397 | $5,103-33.4% | $4,644-26.9% | $4,761-28.6% |
| Participant deferral / active EE | $5,036 | $7,181-29.9% | $6,842-26.4% | $5,982-15.8% |
| Admin fee / account holder | $6,347 | $10,807-41.3% | $9,309-31.8% | $11,246-43.6% |