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 | $243,312 | $127,065+91.5% | $113,168+115.0% | $142,382+70.9% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 15.42% | 24.03%-8.6pp | 24.27%-8.8pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,853 | $3,442-17.1% | $2,975-4.1% | $4,299-33.6% |
| Participant deferral / active EE | $5,766 | $5,716+0.9% | $5,107+12.9% | $6,507-11.4% |
| Admin fee / account holder | $15,963 | $15,736+1.4% | $12,068+32.3% | $12,624+26.5% |