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 | $144,342 | $232,540-37.9% | $185,117-22.0% | $147,584-2.2% |
| Participation rate | 90.9% | 82.4%+8.6pp | 77.3%+13.6pp | 82.8%+8.1pp |
| Annual return | 13.66% | 43.03%-29.4pp | 40.50%-26.8pp | 578.55%-564.9pp |
| Employer contribution / active EE | $10,252 | $5,195+97.3% | $4,182+145.2% | $4,876+110.2% |
| Participant deferral / active EE | $20,851 | $5,834+257.4% | $5,045+313.3% | $5,439+283.4% |
| Admin fee / account holder | $28,249 | $10,275+174.9% | $8,159+246.2% | $10,885+159.5% |