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 | $221,085 | $165,335+33.7% | $149,696+47.7% | $158,922+39.1% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 16.86% | 348.15%-331.3pp | 276.60%-259.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,437 | $5,103-52.2% | $4,644-47.5% | $4,761-48.8% |
| Participant deferral / active EE | $7,098 | $7,181-1.2% | $6,842+3.7% | $5,982+18.7% |
| Admin fee / account holder | $14,513 | $10,807+34.3% | $9,309+55.9% | $11,246+29.1% |