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 | $213,640 | $157,256+35.9% | $141,162+51.3% | $152,861+39.8% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 22.11% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $4,955 | $5,261-5.8% | $4,735+4.6% | $4,762+4.0% |
| Participant deferral / active EE | $3,286 | $7,109-53.8% | $6,709-51.0% | $5,850-43.8% |
| Admin fee / account holder | $2,974 | $12,120-75.5% | $10,261-71.0% | $11,596-74.4% |