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 | $226,364 | $175,202+29.2% | $149,673+51.2% | $139,434+62.3% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 18.60% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,224 | $5,474-59.4% | $4,818-53.8% | $4,751-53.2% |
| Participant deferral / active EE | $6,329 | $6,519-2.9% | $5,680+11.4% | $6,710-5.7% |
| Admin fee / account holder | $905 | $16,150-94.4% | $13,210-93.1% | $11,403-92.1% |