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 | $232,465 | $165,335+40.6% | $149,696+55.3% | $158,922+46.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.39% | 348.15%-336.8pp | 276.60%-265.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,146 | $5,103-57.9% | $4,644-53.8% | $4,761-54.9% |
| Participant deferral / active EE | $10,781 | $7,181+50.1% | $6,842+57.6% | $5,982+80.2% |
| Admin fee / account holder | $525 | $10,807-95.1% | $9,309-94.4% | $11,246-95.3% |