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 | $222,952 | $180,028+23.8% | $138,135+61.4% | $158,922+40.3% |
| Participation rate | 85.7% | 82.2%+3.5pp | 78.7%+7.0pp | 82.0%+3.8pp |
| Annual return | 12.78% | 21.68%-8.9pp | 20.51%-7.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,945 | $7,470-60.6% | $5,587-47.3% | $4,761-38.2% |
| Participant deferral / active EE | $3,668 | $7,717-52.5% | $6,431-43.0% | $5,982-38.7% |
| Admin fee / account holder | $1,347 | $17,912-92.5% | $11,856-88.6% | $11,246-88.0% |