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 | $230,703 | $117,983+95.5% | $101,794+126.6% | $142,382+62.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 11.20% | 36.92%-25.7pp | 30.53%-19.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,627 | $2,773-41.3% | $2,289-28.9% | $4,299-62.2% |
| Participant deferral / active EE | $1,744 | $4,714-63.0% | $4,084-57.3% | $6,507-73.2% |
| Admin fee / account holder | $39,783 | $10,433+281.3% | $8,777+353.3% | $12,624+215.1% |