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 | $241,389 | $227,553+6.1% | $189,557+27.3% | $167,490+44.1% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 16.70% | 78.40%-61.7pp | 64.17%-47.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $4,253 | $5,316-20.0% | $4,412-3.6% | $4,837-12.1% |
| Participant deferral / active EE | $16,120 | $7,002+130.2% | $6,174+161.1% | $6,341+154.2% |
| Admin fee / account holder | $4,209 | $11,878-64.6% | $9,807-57.1% | $12,309-65.8% |