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 | $220,361 | $201,272+9.5% | $184,203+19.6% | $145,922+51.0% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 14.88% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $4,878 | $7,022-30.5% | $6,427-24.1% | $4,660+4.7% |
| Participant deferral / active EE | $8,761 | $9,806-10.7% | $9,131-4.1% | $6,688+31.0% |
| Admin fee / account holder | $2,966 | $16,364-81.9% | $13,901-78.7% | $13,397-77.9% |