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 | $206,293 | $127,065+62.4% | $113,168+82.3% | $142,382+44.9% |
| Participation rate | 85.0% | 79.2%+5.8pp | 76.6%+8.4pp | 80.1%+4.9pp |
| Annual return | 15.87% | 24.03%-8.2pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,544 | $3,442-26.1% | $2,975-14.5% | $4,299-40.8% |
| Participant deferral / active EE | $6,369 | $5,716+11.4% | $5,107+24.7% | $6,507-2.1% |
| Admin fee / account holder | $56,107 | $15,736+256.6% | $12,068+364.9% | $12,624+344.5% |