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 | $249,860 | $177,572+40.7% | $154,803+61.4% | $142,382+75.5% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 19.15% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,853 | $4,810-40.7% | $4,305-33.7% | $4,299-33.6% |
| Participant deferral / active EE | $8,861 | $6,272+41.3% | $5,540+59.9% | $6,507+36.2% |
| Admin fee / account holder | $666 | $16,786-96.0% | $14,329-95.4% | $12,624-94.7% |