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 | $248,604 | $157,256+58.1% | $141,162+76.1% | $152,861+62.6% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.4%+3.9pp |
| Annual return | 21.66% | 64.32%-42.7pp | 71.39%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $3,769 | $5,261-28.4% | $4,735-20.4% | $4,762-20.9% |
| Participant deferral / active EE | $10,089 | $7,109+41.9% | $6,709+50.4% | $5,850+72.5% |
| Admin fee / account holder | $2,885 | $12,120-76.2% | $10,261-71.9% | $11,596-75.1% |