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 | $202,034 | $176,056+14.8% | $159,436+26.7% | $167,490+20.6% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 15.72% | 331.75%-316.0pp | 263.57%-247.8pp | 478.56%-462.8pp |
| Employer contribution / active EE | $25,751 | $5,297+386.1% | $4,829+433.2% | $4,837+432.3% |
| Participant deferral / active EE | $15,760 | $7,750+103.4% | $7,352+114.4% | $6,341+148.5% |
| Admin fee / account holder | $38,962 | $12,554+210.4% | $10,799+260.8% | $12,309+216.5% |