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 | $211,854 | $165,335+28.1% | $149,696+41.5% | $158,922+33.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 9.87% | 348.15%-338.3pp | 276.60%-266.7pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,279 | $5,103-74.9% | $4,644-72.5% | $4,761-73.1% |
| Participant deferral / active EE | $3,725 | $7,181-48.1% | $6,842-45.6% | $5,982-37.7% |
| Admin fee / account holder | $50,389 | $10,807+366.3% | $9,309+441.3% | $11,246+348.1% |