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 | $205,169 | $148,534+38.1% | $135,903+51.0% | $139,434+47.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 12.27% | 79.19%-66.9pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $3,680 | $5,243-29.8% | $4,856-24.2% | $4,751-22.5% |
| Participant deferral / active EE | $8,988 | $8,100+11.0% | $7,758+15.9% | $6,710+33.9% |
| Admin fee / account holder | $7,522 | $12,400-39.3% | $10,762-30.1% | $11,403-34.0% |