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 | $191,929 | $171,865+11.7% | $149,718+28.2% | $147,584+30.0% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 17.06% | 2113.22%-2096.2pp | 1501.63%-1484.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,589 | $6,275-58.7% | $5,445-52.5% | $4,876-46.9% |
| Participant deferral / active EE | $7,359 | $7,271+1.2% | $6,569+12.0% | $5,439+35.3% |
| Admin fee / account holder | $3,175 | $13,799-77.0% | $11,283-71.9% | $10,885-70.8% |