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 | $210,268 | $157,256+33.7% | $141,162+49.0% | $152,861+37.6% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 18.57% | 64.32%-45.8pp | 71.39%-52.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $12,996 | $5,261+147.0% | $4,735+174.5% | $4,762+172.9% |
| Participant deferral / active EE | $8,705 | $7,109+22.4% | $6,709+29.8% | $5,850+48.8% |
| Admin fee / account holder | $7,038 | $12,120-41.9% | $10,261-31.4% | $11,596-39.3% |