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 | $205,703 | $135,952+51.3% | $123,892+66.0% | $273,961-24.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 10.40% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,465 | $5,170-71.7% | $4,617-68.3% | $4,869-69.9% |
| Participant deferral / active EE | $6,948 | $6,343+9.5% | $5,984+16.1% | $5,287+31.4% |
| Admin fee / account holder | $945 | $9,817-90.4% | $8,357-88.7% | $10,132-90.7% |