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 | $213,068 | $117,841+80.8% | $102,423+108.0% | $145,922+46.0% |
| Participation rate | 95.2% | 78.6%+16.7pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | 17.62% | 31.65%-14.0pp | 29.32%-11.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $5,231 | $3,615+44.7% | $3,023+73.0% | $4,660+12.3% |
| Participant deferral / active EE | $16,566 | $5,731+189.1% | $5,053+227.9% | $6,688+147.7% |
| Admin fee / account holder | $65,302 | $13,326+390.0% | $9,451+591.0% | $13,397+387.4% |