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 | $185,444 | $127,065+45.9% | $113,168+63.9% | $142,382+30.2% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 20.86% | 24.03%-3.2pp | 24.27%-3.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,441 | $3,442-29.1% | $2,975-17.9% | $4,299-43.2% |
| Participant deferral / active EE | $9,420 | $5,716+64.8% | $5,107+84.5% | $6,507+44.8% |
| Admin fee / account holder | $876 | $15,736-94.4% | $12,068-92.7% | $12,624-93.1% |