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 | $211,505 | $135,952+55.6% | $123,892+70.7% | $273,961-22.8% |
| Participation rate | 73.3% | 84.1%-10.7pp | 81.4%-8.1pp | 83.0%-9.7pp |
| Annual return | 8.99% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $3,835 | $5,170-25.8% | $4,617-16.9% | $4,869-21.2% |
| Participant deferral / active EE | $8,865 | $6,343+39.8% | $5,984+48.1% | $5,287+67.7% |
| Admin fee / account holder | $14,239 | $9,817+45.0% | $8,357+70.4% | $10,132+40.5% |