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 | $207,336 | $135,952+52.5% | $123,892+67.4% | $273,961-24.3% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 7.93% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $15,420 | $5,170+198.3% | $4,617+234.0% | $4,869+216.7% |
| Participant deferral / active EE | $9,822 | $6,343+54.9% | $5,984+64.1% | $5,287+85.8% |
| Admin fee / account holder | $26,316 | $9,817+168.1% | $8,357+214.9% | $10,132+159.7% |