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 | $177,310 | $157,256+12.8% | $141,162+25.6% | $152,861+16.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 17.04% | 64.32%-47.3pp | 71.39%-54.3pp | 345.32%-328.3pp |
| Employer contribution / active EE | $12,946 | $5,261+146.1% | $4,735+173.4% | $4,762+171.8% |
| Participant deferral / active EE | $2,935 | $7,109-58.7% | $6,709-56.3% | $5,850-49.8% |
| Admin fee / account holder | $15,067 | $12,120+24.3% | $10,261+46.8% | $11,596+29.9% |