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 | $214,288 | $165,335+29.6% | $149,696+43.1% | $158,922+34.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.80% | 348.15%-332.3pp | 276.60%-260.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,510 | $5,103-50.8% | $4,644-46.0% | $4,761-47.3% |
| Participant deferral / active EE | $9,198 | $7,181+28.1% | $6,842+34.4% | $5,982+53.8% |
| Admin fee / account holder | $2,214 | $10,807-79.5% | $9,309-76.2% | $11,246-80.3% |