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 | $214,784 | $135,952+58.0% | $123,892+73.4% | $273,961-21.6% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 8.76% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $13,920 | $5,170+169.3% | $4,617+201.5% | $4,869+185.9% |
| Participant deferral / active EE | $5,840 | $6,343-7.9% | $5,984-2.4% | $5,287+10.5% |
| Admin fee / account holder | $6,078 | $9,817-38.1% | $8,357-27.3% | $10,132-40.0% |