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 | $219,388 | $118,450+85.2% | $98,439+122.9% | $139,434+57.3% |
| Participation rate | 78.6% | 77.4%+1.1pp | 75.2%+3.4pp | 80.3%-1.7pp |
| Annual return | 15.48% | 18.94%-3.5pp | 21.16%-5.7pp | 372.94%-357.5pp |
| Employer contribution / active EE | $4,319 | $3,609+19.7% | $3,048+41.7% | $4,751-9.1% |
| Participant deferral / active EE | $8,113 | $5,392+50.5% | $4,738+71.2% | $6,710+20.9% |
| Admin fee / account holder | $881 | $14,026-93.7% | $8,948-90.1% | $11,403-92.3% |