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 | $242,806 | $177,572+36.7% | $154,803+56.8% | $142,382+70.5% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 17.64% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,979 | $4,810-17.3% | $4,305-7.6% | $4,299-7.4% |
| Participant deferral / active EE | $8,803 | $6,272+40.4% | $5,540+58.9% | $6,507+35.3% |
| Admin fee / account holder | $2,548 | $16,786-84.8% | $14,329-82.2% | $12,624-79.8% |