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 | $214,754 | $179,726+19.5% | $156,263+37.4% | $142,382+50.8% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 18.56% | 77.86%-59.3pp | 59.47%-40.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,429 | $5,069-71.8% | $4,333-67.0% | $4,299-66.8% |
| Participant deferral / active EE | $3,765 | $6,956-45.9% | $6,158-38.9% | $6,507-42.1% |
| Admin fee / account holder | $464 | $17,272-97.3% | $14,255-96.7% | $12,624-96.3% |