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 | $235,528 | $197,591+19.2% | $177,821+32.5% | $158,922+48.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.31% | 58.76%-51.5pp | 48.32%-41.0pp | 302.83%-295.5pp |
| Employer contribution / active EE | $2,456 | $6,697-63.3% | $5,918-58.5% | $4,761-48.4% |
| Participant deferral / active EE | $5,275 | $8,405-37.2% | $7,714-31.6% | $5,982-11.8% |
| Admin fee / account holder | $12,719 | $15,399-17.4% | $12,427+2.3% | $11,246+13.1% |