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 | $249,309 | $165,984+50.2% | $164,813+51.3% | $145,922+70.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 13.63% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,182 | $5,273-77.6% | $4,341-72.8% | $4,660-74.6% |
| Participant deferral / active EE | $3,007 | $6,959-56.8% | $6,031-50.1% | $6,688-55.0% |
| Admin fee / account holder | $4,717 | $16,648-71.7% | $12,690-62.8% | $13,397-64.8% |