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 | $220,074 | $201,272+9.3% | $184,203+19.5% | $145,922+50.8% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 14.39% | 29.00%-14.6pp | 28.81%-14.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,413 | $7,022-51.4% | $6,427-46.9% | $4,660-26.8% |
| Participant deferral / active EE | $6,080 | $9,806-38.0% | $9,131-33.4% | $6,688-9.1% |
| Admin fee / account holder | $96,644 | $16,364+490.6% | $13,901+595.2% | $13,397+621.4% |