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 | $210,963 | $197,591+6.8% | $177,821+18.6% | $158,922+32.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 8.08% | 58.76%-50.7pp | 48.32%-40.2pp | 302.83%-294.7pp |
| Employer contribution / active EE | $3,779 | $6,697-43.6% | $5,918-36.1% | $4,761-20.6% |
| Participant deferral / active EE | $9,773 | $8,405+16.3% | $7,714+26.7% | $5,982+63.4% |
| Admin fee / account holder | $108,887 | $15,399+607.1% | $12,427+776.2% | $11,246+868.3% |