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 | $238,516 | $124,425+91.7% | $112,040+112.9% | $137,256+73.8% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.5%+18.0pp | 80.0%+14.5pp |
| Annual return | 16.26% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $8,732 | $3,411+156.0% | $2,954+195.6% | $4,156+110.1% |
| Participant deferral / active EE | $10,183 | $5,718+78.1% | $5,098+99.8% | $6,407+58.9% |
| Admin fee / account holder | $2,880 | $15,207-81.1% | $12,098-76.2% | $12,270-76.5% |