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 | $196,259 | $108,825+80.3% | $156,181+25.7% | $82,448+138.0% |
| Participation rate | 81.4% | 72.4%+9.0pp | 78.8%+2.6pp | 68.1%+13.3pp |
| Annual return | 13.04% | 20.59%-7.5pp | 64.87%-51.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,740 | $2,870+30.3% | $4,294-12.9% | $2,551+46.6% |
| Participant deferral / active EE | $8,729 | $4,577+90.7% | $6,132+42.3% | $4,139+110.9% |
| Admin fee / account holder | $14,799 | $9,341+58.4% | $14,586+1.5% | $7,234+104.6% |