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 | $186,460 | $177,572+5.0% | $154,803+20.5% | $142,382+31.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 15.41% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,969 | $4,810-38.3% | $4,305-31.0% | $4,299-30.9% |
| Participant deferral / active EE | $6,933 | $6,272+10.5% | $5,540+25.1% | $6,507+6.5% |
| Admin fee / account holder | $24,562 | $16,786+46.3% | $14,329+71.4% | $12,624+94.6% |