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 | $237,634 | $201,272+18.1% | $184,203+29.0% | $145,922+62.9% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 19.72% | 29.00%-9.3pp | 28.81%-9.1pp | 561.29%-541.6pp |
| Employer contribution / active EE | $5,122 | $7,022-27.1% | $6,427-20.3% | $4,660+9.9% |
| Participant deferral / active EE | $7,083 | $9,806-27.8% | $9,131-22.4% | $6,688+5.9% |
| Admin fee / account holder | $7,005 | $16,364-57.2% | $13,901-49.6% | $13,397-47.7% |