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 | $238,814 | $201,259+18.7% | $184,200+29.6% | $145,959+63.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 13.09% | 28.98%-15.9pp | 28.80%-15.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $4,006 | $7,018-42.9% | $6,424-37.6% | $4,661-14.0% |
| Participant deferral / active EE | $15,823 | $9,806+61.4% | $9,132+73.3% | $6,689+136.6% |
| Admin fee / account holder | $310 | $16,372-98.1% | $13,907-97.8% | $13,398-97.7% |