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 | $221,465 | $179,726+23.2% | $156,263+41.7% | $142,382+55.5% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.9%+16.9pp | 80.1%+15.7pp |
| Annual return | 14.08% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,602 | $5,069-48.7% | $4,333-39.9% | $4,299-39.5% |
| Participant deferral / active EE | $8,035 | $6,956+15.5% | $6,158+30.5% | $6,507+23.5% |
| Admin fee / account holder | $5,904 | $17,272-65.8% | $14,255-58.6% | $12,624-53.2% |