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 | $246,835 | $214,378+15.1% | $200,582+23.1% | $142,382+73.4% |
| Participation rate | 95.8% | 87.4%+8.4pp | 86.9%+8.9pp | 80.1%+15.7pp |
| Annual return | 15.28% | 46.41%-31.1pp | 42.33%-27.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,200 | $6,841-38.6% | $6,419-34.6% | $4,299-2.3% |
| Participant deferral / active EE | $5,776 | $9,865-41.4% | $9,331-38.1% | $6,507-11.2% |
| Admin fee / account holder | $3,021 | $17,692-82.9% | $16,305-81.5% | $12,624-76.1% |