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 | $215,678 | $127,065+69.7% | $113,168+90.6% | $142,382+51.5% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 15.49% | 24.03%-8.5pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,777 | $3,442+9.7% | $2,975+27.0% | $4,299-12.1% |
| Participant deferral / active EE | $14,490 | $5,716+153.5% | $5,107+183.7% | $6,507+122.7% |
| Admin fee / account holder | $6,989 | $15,736-55.6% | $12,068-42.1% | $12,624-44.6% |