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 | $196,241 | $127,065+54.4% | $113,168+73.4% | $142,382+37.8% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 10.41% | 24.03%-13.6pp | 24.27%-13.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,429 | $3,442-29.4% | $2,975-18.4% | $4,299-43.5% |
| Participant deferral / active EE | $9,682 | $5,716+69.4% | $5,107+89.6% | $6,507+48.8% |
| Admin fee / account holder | $67,769 | $15,736+330.7% | $12,068+461.6% | $12,624+436.8% |