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 | $205,561 | $115,770+77.6% | $101,248+103.0% | $158,922+29.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 15.22% | 56.14%-40.9pp | 46.47%-31.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,940 | $4,175-29.6% | $3,660-19.7% | $4,761-38.3% |
| Participant deferral / active EE | $8,962 | $4,957+80.8% | $4,370+105.1% | $5,982+49.8% |
| Admin fee / account holder | $27,589 | $7,245+280.8% | $5,945+364.0% | $11,246+145.3% |