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 | $233,144 | $127,065+83.5% | $113,168+106.0% | $142,382+63.7% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 15.74% | 24.03%-8.3pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,797 | $3,442-18.7% | $2,975-6.0% | $4,299-34.9% |
| Participant deferral / active EE | $6,843 | $5,716+19.7% | $5,107+34.0% | $6,507+5.2% |
| Admin fee / account holder | $7,698 | $15,736-51.1% | $12,068-36.2% | $12,624-39.0% |