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 | $180,878 | $157,256+15.0% | $141,162+28.1% | $152,861+18.3% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 20.69% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $4,679 | $5,261-11.1% | $4,735-1.2% | $4,762-1.8% |
| Participant deferral / active EE | $11,203 | $7,109+57.6% | $6,709+67.0% | $5,850+91.5% |
| Admin fee / account holder | $2,238 | $12,120-81.5% | $10,261-78.2% | $11,596-80.7% |