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 | $228,748 | $159,602+43.3% | $150,045+52.5% | $142,382+60.7% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.52% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $6,425 | $4,961+29.5% | $4,693+36.9% | $4,299+49.4% |
| Participant deferral / active EE | $8,266 | $8,310-0.5% | $7,997+3.4% | $6,507+27.0% |
| Admin fee / account holder | $8,031 | $14,846-45.9% | $13,435-40.2% | $12,624-36.4% |