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 | $194,231 | $165,335+17.5% | $149,696+29.8% | $158,922+22.2% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 9.07% | 348.15%-339.1pp | 276.60%-267.5pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,390 | $5,103-53.2% | $4,644-48.5% | $4,761-49.8% |
| Participant deferral / active EE | $5,903 | $7,181-17.8% | $6,842-13.7% | $5,982-1.3% |
| Admin fee / account holder | $54,081 | $10,807+400.4% | $9,309+481.0% | $11,246+380.9% |