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 | $246,678 | $165,335+49.2% | $149,696+64.8% | $158,922+55.2% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 15.96% | 348.15%-332.2pp | 276.60%-260.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,497 | $5,103-51.1% | $4,644-46.2% | $4,761-47.6% |
| Participant deferral / active EE | $6,544 | $7,181-8.9% | $6,842-4.4% | $5,982+9.4% |
| Admin fee / account holder | $1,352 | $10,807-87.5% | $9,309-85.5% | $11,246-88.0% |