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 | $228,051 | $138,347+64.8% | $184,203+23.8% | $80,856+182.0% |
| Participation rate | 94.1% | 83.9%+10.2pp | 86.8%+7.3pp | 67.6%+26.5pp |
| Annual return | 20.01% | 20.02%0pp | 28.81%-8.8pp | 35.59%-15.6pp |
| Employer contribution / active EE | $3,777 | $4,850-22.1% | $6,427-41.2% | $2,755+37.1% |
| Participant deferral / active EE | $9,667 | $7,071+36.7% | $9,131+5.9% | $4,296+125.0% |
| Admin fee / account holder | $29,944 | $10,483+185.6% | $13,901+115.4% | $6,918+332.8% |