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 | $197,357 | $176,056+12.1% | $159,436+23.8% | $167,490+17.8% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 11.37% | 331.75%-320.4pp | 263.57%-252.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,589 | $5,297-51.1% | $4,829-46.4% | $4,837-46.5% |
| Participant deferral / active EE | $4,971 | $7,750-35.9% | $7,352-32.4% | $6,341-21.6% |
| Admin fee / account holder | $1,015 | $12,554-91.9% | $10,799-90.6% | $12,309-91.8% |