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 | $198,435 | $185,822+6.8% | $169,993+16.7% | $139,434+42.3% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 12.44% | 60.50%-48.1pp | 53.37%-40.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $3,274 | $7,590-56.9% | $6,785-51.8% | $4,751-31.1% |
| Participant deferral / active EE | $7,943 | $11,622-31.7% | $10,408-23.7% | $6,710+18.4% |
| Admin fee / account holder | $24,625 | $15,381+60.1% | $12,815+92.2% | $11,403+116.0% |