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 9-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 | $221,571 | $165,335+34.0% | $149,696+48.0% | $158,922+39.4% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 22.99% | 348.15%-325.2pp | 276.60%-253.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $5,509 | $5,103+8.0% | $4,644+18.6% | $4,761+15.7% |
| Participant deferral / active EE | $8,298 | $7,181+15.5% | $6,842+21.3% | $5,982+38.7% |
| Admin fee / account holder | $46,201 | $10,807+327.5% | $9,309+396.3% | $11,246+310.8% |