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 | $233,247 | $165,335+41.1% | $149,696+55.8% | $158,922+46.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 20.02% | 348.15%-328.1pp | 276.60%-256.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,138 | $5,103-38.5% | $4,644-32.4% | $4,761-34.1% |
| Participant deferral / active EE | $8,963 | $7,181+24.8% | $6,842+31.0% | $5,982+49.8% |
| Admin fee / account holder | $1,685 | $10,807-84.4% | $9,309-81.9% | $11,246-85.0% |