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 | $189,455 | $163,101+16.2% | $136,749+38.5% | $142,382+33.1% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 14.19% | 27.54%-13.4pp | 24.33%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,178 | $4,117-22.8% | $3,400-6.5% | $4,299-26.1% |
| Participant deferral / active EE | $8,346 | $5,585+49.4% | $4,692+77.9% | $6,507+28.3% |
| Admin fee / account holder | $47,088 | $14,318+228.9% | $11,386+313.5% | $12,624+273.0% |