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 | $225,504 | $157,256+43.4% | $141,162+59.7% | $152,861+47.5% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 21.22% | 64.32%-43.1pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $4,081 | $5,261-22.4% | $4,735-13.8% | $4,762-14.3% |
| Participant deferral / active EE | $9,442 | $7,109+32.8% | $6,709+40.7% | $5,850+61.4% |
| Admin fee / account holder | $4,575 | $12,120-62.3% | $10,261-55.4% | $11,596-60.5% |