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 | $209,376 | $162,781+28.6% | $133,956+56.3% | $158,922+31.7% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 6.08% | 41.94%-35.9pp | 45.09%-39.0pp | 302.83%-296.7pp |
| Employer contribution / active EE | $17,167 | $4,975+245.0% | $3,919+338.1% | $4,761+260.6% |
| Participant deferral / active EE | $8,000 | $5,911+35.3% | $5,048+58.5% | $5,982+33.7% |
| Admin fee / account holder | $1,976 | $11,736-83.2% | $8,927-77.9% | $11,246-82.4% |