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 | $220,384 | $177,572+24.1% | $154,803+42.4% | $142,382+54.8% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 19.18% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,348 | $4,810-72.0% | $4,305-68.7% | $4,299-68.6% |
| Participant deferral / active EE | $4,968 | $6,272-20.8% | $5,540-10.3% | $6,507-23.7% |
| Admin fee / account holder | $409 | $16,786-97.6% | $14,329-97.1% | $12,624-96.8% |