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 | $219,044 | $165,335+32.5% | $149,696+46.3% | $158,922+37.8% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 21.57% | 348.15%-326.6pp | 276.60%-255.0pp | 302.83%-281.3pp |
| Employer contribution / active EE | $2,569 | $5,103-49.7% | $4,644-44.7% | $4,761-46.0% |
| Participant deferral / active EE | $10,903 | $7,181+51.8% | $6,842+59.4% | $5,982+82.3% |
| Admin fee / account holder | $17,357 | $10,807+60.6% | $9,309+86.5% | $11,246+54.3% |