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 | $207,860 | $176,812+17.6% | $146,665+41.7% | $167,490+24.1% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 17.42% | 24.03%-6.6pp | 22.74%-5.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $5,383 | $5,160+4.3% | $4,136+30.1% | $4,837+11.3% |
| Participant deferral / active EE | $13,657 | $6,440+112.1% | $5,506+148.0% | $6,341+115.4% |
| Admin fee / account holder | $5,634 | $13,259-57.5% | $10,280-45.2% | $12,309-54.2% |