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 | $211,915 | $159,602+32.8% | $150,045+41.2% | $142,382+48.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 12.88% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $6,069 | $4,961+22.3% | $4,693+29.3% | $4,299+41.2% |
| Participant deferral / active EE | $4,948 | $8,310-40.5% | $7,997-38.1% | $6,507-24.0% |
| Admin fee / account holder | $54,650 | $14,846+268.1% | $13,435+306.8% | $12,624+332.9% |