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 | $178,100 | $154,228+15.5% | $145,433+22.5% | $137,256+29.8% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.8pp | 80.0%+7.0pp |
| Annual return | 15.97% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,642 | $4,804-24.2% | $4,554-20.0% | $4,156-12.4% |
| Participant deferral / active EE | $12,269 | $8,216+49.3% | $7,897+55.4% | $6,407+91.5% |
| Admin fee / account holder | $1,419 | $14,344-90.1% | $13,129-89.2% | $12,270-88.4% |