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 | $207,027 | $159,934+29.4% | $147,005+40.8% | $145,959+41.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.98% | 98.24%-86.3pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $3,108 | $5,287-41.2% | $4,934-37.0% | $4,661-33.3% |
| Participant deferral / active EE | $13,876 | $8,427+64.7% | $8,070+72.0% | $6,689+107.5% |
| Admin fee / account holder | $6,280 | $15,053-58.3% | $13,006-51.7% | $13,398-53.1% |