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 | $206,498 | $157,256+31.3% | $141,162+46.3% | $152,861+35.1% |
| Participation rate | 76.5% | 84.8%-8.3pp | 82.5%-6.0pp | 82.4%-6.0pp |
| Annual return | 16.77% | 64.32%-47.5pp | 71.39%-54.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,063 | $5,261-60.8% | $4,735-56.4% | $4,762-56.7% |
| Participant deferral / active EE | $7,260 | $7,109+2.1% | $6,709+8.2% | $5,850+24.1% |
| Admin fee / account holder | $20,228 | $12,120+66.9% | $10,261+97.1% | $11,596+74.4% |