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 | $192,771 | $127,065+51.7% | $113,168+70.3% | $142,382+35.4% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 13.08% | 24.03%-11.0pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $7,383 | $3,442+114.5% | $2,975+148.1% | $4,299+71.7% |
| Participant deferral / active EE | $7,774 | $5,716+36.0% | $5,107+52.2% | $6,507+19.5% |
| Admin fee / account holder | $42,963 | $15,736+173.0% | $12,068+256.0% | $12,624+240.3% |