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 | $215,948 | $127,065+70.0% | $113,168+90.8% | $142,382+51.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 16.20% | 24.03%-7.8pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,218 | $3,442-35.6% | $2,975-25.4% | $4,299-48.4% |
| Participant deferral / active EE | $5,855 | $5,716+2.4% | $5,107+14.6% | $6,507-10.0% |
| Admin fee / account holder | $29,282 | $15,736+86.1% | $12,068+142.7% | $12,624+132.0% |