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 | $194,741 | $177,572+9.7% | $154,803+25.8% | $142,382+36.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 28.47% | 65.07%-36.6pp | 58.88%-30.4pp | 217.08%-188.6pp |
| Employer contribution / active EE | $11,372 | $4,810+136.4% | $4,305+164.1% | $4,299+164.5% |
| Participant deferral / active EE | $5,936 | $6,272-5.4% | $5,540+7.1% | $6,507-8.8% |
| Admin fee / account holder | $4,196 | $16,786-75.0% | $14,329-70.7% | $12,624-66.8% |