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 | $178,289 | $157,256+13.4% | $141,162+26.3% | $152,861+16.6% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 24.06% | 64.32%-40.3pp | 71.39%-47.3pp | 345.32%-321.3pp |
| Employer contribution / active EE | $4,090 | $5,261-22.2% | $4,735-13.6% | $4,762-14.1% |
| Participant deferral / active EE | $10,319 | $7,109+45.1% | $6,709+53.8% | $5,850+76.4% |
| Admin fee / account holder | $3,599 | $12,120-70.3% | $10,261-64.9% | $11,596-69.0% |