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 | $224,213 | $209,411+7.1% | $178,490+25.6% | $158,922+41.1% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 17.55% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,130 | $5,706-62.7% | $5,011-57.5% | $4,761-55.3% |
| Participant deferral / active EE | $5,398 | $5,954-9.3% | $5,202+3.8% | $5,982-9.8% |
| Admin fee / account holder | $2,734 | $17,074-84.0% | $13,984-80.5% | $11,246-75.7% |