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 | $200,081 | $215,361-7.1% | $171,082+17.0% | $273,961-27.0% |
| Participation rate | 90.9% | 82.0%+8.9pp | 76.7%+14.2pp | 83.0%+7.9pp |
| Annual return | 3.80% | 25.14%-21.3pp | 32.56%-28.8pp | 41.45%-37.7pp |
| Employer contribution / active EE | $6,447 | $4,967+29.8% | $4,002+61.1% | $4,869+32.4% |
| Participant deferral / active EE | $7,628 | $5,543+37.6% | $4,797+59.0% | $5,287+44.3% |
| Admin fee / account holder | $720 | $10,846-93.4% | $8,520-91.6% | $10,132-92.9% |