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 | $183,819 | $159,602+15.2% | $150,045+22.5% | $142,382+29.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 19.99% | 70.24%-50.2pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,778 | $4,961-64.2% | $4,693-62.1% | $4,299-58.6% |
| Participant deferral / active EE | $4,444 | $8,310-46.5% | $7,997-44.4% | $6,507-31.7% |
| Admin fee / account holder | $7,103 | $14,846-52.2% | $13,435-47.1% | $12,624-43.7% |