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 | $219,785 | $180,028+22.1% | $138,135+59.1% | $158,922+38.3% |
| Participation rate | 87.5% | 82.2%+5.3pp | 78.7%+8.8pp | 82.0%+5.5pp |
| Annual return | 13.04% | 21.68%-8.6pp | 20.51%-7.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,387 | $7,717-43.2% | $6,431-31.8% | $5,982-26.7% |
| Admin fee / account holder | $4,374 | $17,912-75.6% | $11,856-63.1% | $11,246-61.1% |