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 | $201,488 | $177,572+13.5% | $154,803+30.2% | $142,382+41.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 20.61% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,481 | $4,810-69.2% | $4,305-65.6% | $4,299-65.6% |
| Participant deferral / active EE | $7,548 | $6,272+20.4% | $5,540+36.2% | $6,507+16.0% |
| Admin fee / account holder | $96,975 | $16,786+477.7% | $14,329+576.8% | $12,624+668.2% |