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 | $240,384 | $163,101+47.4% | $136,749+75.8% | $142,382+68.8% |
| Participation rate | 81.8% | 78.2%+3.6pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 10.30% | 27.54%-17.2pp | 24.33%-14.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,954 | $4,117-52.5% | $3,400-42.5% | $4,299-54.5% |
| Participant deferral / active EE | $5,669 | $5,585+1.5% | $4,692+20.8% | $6,507-12.9% |
| Admin fee / account holder | $19,960 | $14,318+39.4% | $11,386+75.3% | $12,624+58.1% |