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 | $217,100 | $135,952+59.7% | $123,892+75.2% | $273,961-20.8% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 6.21% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $16,660 | $5,170+222.3% | $4,617+260.8% | $4,869+242.2% |
| Participant deferral / active EE | $11,060 | $6,343+74.4% | $5,984+84.8% | $5,287+109.2% |
| Admin fee / account holder | $19,716 | $9,817+100.8% | $8,357+135.9% | $10,132+94.6% |