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 | $210,798 | $165,335+27.5% | $149,696+40.8% | $158,922+32.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 9.52% | 348.15%-338.6pp | 276.60%-267.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $3,523 | $5,103-31.0% | $4,644-24.1% | $4,761-26.0% |
| Participant deferral / active EE | $9,419 | $7,181+31.2% | $6,842+37.7% | $5,982+57.5% |
| Admin fee / account holder | $96,615 | $10,807+794.0% | $9,309+937.9% | $11,246+759.1% |