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 | $214,655 | $114,381+87.7% | $107,525+99.6% | $142,382+50.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 15.63% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $8,083 | $4,015+101.3% | $3,754+115.3% | $4,299+88.0% |
| Participant deferral / active EE | $5,511 | $5,564-1.0% | $5,116+7.7% | $6,507-15.3% |
| Admin fee / account holder | $6,525 | $9,860-33.8% | $8,919-26.8% | $12,624-48.3% |