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 | $243,823 | $165,335+47.5% | $149,696+62.9% | $158,922+53.4% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 14.42% | 348.15%-333.7pp | 276.60%-262.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,575 | $5,103-49.5% | $4,644-44.6% | $4,761-45.9% |
| Participant deferral / active EE | $5,817 | $7,181-19.0% | $6,842-15.0% | $5,982-2.8% |
| Admin fee / account holder | $41,571 | $10,807+284.7% | $9,309+346.6% | $11,246+269.7% |