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 | $225,439 | $817,678-72.4% | $392,568-42.6% | $152,861+47.5% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.1%+14.8pp | 82.4%+10.4pp |
| Annual return | 29.28% | 22.84%+6.4pp | 24.42%+4.9pp | 345.32%-316.0pp |
| Employer contribution / active EE | $9,260 | $5,502+68.3% | $3,783+144.8% | $4,762+94.4% |
| Participant deferral / active EE | $12,432 | $8,398+48.0% | $5,985+107.7% | $5,850+112.5% |
| Admin fee / account holder | $1,442 | $12,095-88.1% | $6,260-77.0% | $11,596-87.6% |