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 | $245,416 | $124,425+97.2% | $112,040+119.0% | $137,256+78.8% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 13.35% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,501 | $3,411+2.6% | $2,954+18.5% | $4,156-15.8% |
| Participant deferral / active EE | $8,078 | $5,718+41.3% | $5,098+58.5% | $6,407+26.1% |
| Admin fee / account holder | $66,348 | $15,207+336.3% | $12,098+448.4% | $12,270+440.7% |