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 | $217,893 | $148,534+46.7% | $135,903+60.3% | $139,434+56.3% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 24.17% | 79.19%-55.0pp | 68.23%-44.1pp | 372.94%-348.8pp |
| Employer contribution / active EE | $6,163 | $5,243+17.5% | $4,856+26.9% | $4,751+29.7% |
| Participant deferral / active EE | $7,414 | $8,100-8.5% | $7,758-4.4% | $6,710+10.5% |
| Admin fee / account holder | $1,514 | $12,400-87.8% | $10,762-85.9% | $11,403-86.7% |