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 | $232,719 | $165,335+40.8% | $149,696+55.5% | $158,922+46.4% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 16.44% | 348.15%-331.7pp | 276.60%-260.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,321 | $5,103-34.9% | $4,644-28.5% | $4,761-30.3% |
| Participant deferral / active EE | $6,436 | $7,181-10.4% | $6,842-5.9% | $5,982+7.6% |
| Admin fee / account holder | $3,785 | $10,807-65.0% | $9,309-59.3% | $11,246-66.3% |