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 | $232,531 | $176,056+32.1% | $159,436+45.8% | $167,490+38.8% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 14.10% | 331.75%-317.6pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,931 | $5,297-44.7% | $4,829-39.3% | $4,837-39.4% |
| Participant deferral / active EE | $9,572 | $7,750+23.5% | $7,352+30.2% | $6,341+50.9% |
| Admin fee / account holder | $38,122 | $12,554+203.7% | $10,799+253.0% | $12,309+209.7% |