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 | $191,513 | $177,572+7.9% | $154,803+23.7% | $142,382+34.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 17.32% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $8,089 | $4,810+68.2% | $4,305+87.9% | $4,299+88.2% |
| Participant deferral / active EE | $9,103 | $6,272+45.2% | $5,540+64.3% | $6,507+39.9% |
| Admin fee / account holder | $4,430 | $16,786-73.6% | $14,329-69.1% | $12,624-64.9% |