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 | $217,479 | $158,398+37.3% | $126,539+71.9% | $142,382+52.7% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 16.71% | 593.76%-577.0pp | 425.95%-409.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $8,832 | $4,650+89.9% | $3,674+140.4% | $4,299+105.4% |
| Participant deferral / active EE | $10,833 | $4,767+127.3% | $4,083+165.3% | $6,507+66.5% |
| Admin fee / account holder | $5,907 | $6,918-14.6% | $6,065-2.6% | $12,624-53.2% |