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 | $188,557 | $165,335+14.0% | $149,696+26.0% | $158,922+18.6% |
| Participation rate | 70.8% | 84.6%-13.7pp | 82.5%-11.6pp | 82.0%-11.1pp |
| Annual return | 19.84% | 348.15%-328.3pp | 276.60%-256.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $10,365 | $5,103+103.1% | $4,644+123.2% | $4,761+117.7% |
| Participant deferral / active EE | $8,111 | $7,181+12.9% | $6,842+18.6% | $5,982+35.6% |
| Admin fee / account holder | $6,283 | $10,807-41.9% | $9,309-32.5% | $11,246-44.1% |