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 | $229,195 | $127,386+79.9% | $115,037+99.2% | $125,391+82.8% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 1.84% | 31.28%-29.4pp | 26.14%-24.3pp | 282.22%-280.4pp |
| Employer contribution / active EE | $2,438 | $5,166-52.8% | $4,608-47.1% | $4,866-49.9% |
| Participant deferral / active EE | $7,549 | $6,423+17.5% | $6,026+25.3% | $5,352+41.1% |
| Admin fee / account holder | $66,719 | $9,516+601.1% | $8,175+716.1% | $9,540+599.3% |