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 | $140,901 | $109,881+28.2% | $150,045-6.1% | $84,808+66.1% |
| Participation rate | 90.4% | 76.1%+14.3pp | 82.3%+8.1pp | 68.3%+22.1pp |
| Annual return | 14.19% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,634 | $3,561-26.0% | $4,693-43.9% | $2,631+0.1% |
| Participant deferral / active EE | $15,021 | $6,636+126.4% | $7,997+87.8% | $4,212+256.7% |
| Admin fee / account holder | $16,867 | $8,568+96.9% | $13,435+25.5% | $7,344+129.7% |