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 | $199,470 | $176,056+13.3% | $159,436+25.1% | $167,490+19.1% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 14.92% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,989 | $5,297-43.6% | $4,829-38.1% | $4,837-38.2% |
| Participant deferral / active EE | $10,633 | $7,750+37.2% | $7,352+44.6% | $6,341+67.7% |
| Admin fee / account holder | $795 | $12,554-93.7% | $10,799-92.6% | $12,309-93.5% |