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 | $177,043 | $127,065+39.3% | $113,168+56.4% | $142,382+24.3% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 11.82% | 24.03%-12.2pp | 24.27%-12.4pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,091 | $3,442-10.2% | $2,975+3.9% | $4,299-28.1% |
| Participant deferral / active EE | $8,210 | $5,716+43.6% | $5,107+60.8% | $6,507+26.2% |
| Admin fee / account holder | $21,614 | $15,736+37.4% | $12,068+79.1% | $12,624+71.2% |