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 | $208,215 | $135,952+53.2% | $123,892+68.1% | $273,961-24.0% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 8.73% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $3,039 | $5,170-41.2% | $4,617-34.2% | $4,869-37.6% |
| Participant deferral / active EE | $8,659 | $6,343+36.5% | $5,984+44.7% | $5,287+63.8% |
| Admin fee / account holder | $84,284 | $9,817+758.5% | $8,357+908.6% | $10,132+731.9% |