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 | $210,341 | $127,065+65.5% | $113,168+85.9% | $142,382+47.7% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 16.12% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $27,198 | $3,442+690.2% | $2,975+814.2% | $4,299+532.6% |
| Participant deferral / active EE | $6,773 | $5,716+18.5% | $5,107+32.6% | $6,507+4.1% |
| Admin fee / account holder | $13,726 | $15,736-12.8% | $12,068+13.7% | $12,624+8.7% |