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 | $228,215 | $165,335+38.0% | $149,696+52.5% | $158,922+43.6% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 32.68% | 348.15%-315.5pp | 276.60%-243.9pp | 302.83%-270.1pp |
| Employer contribution / active EE | $2,765 | $5,103-45.8% | $4,644-40.5% | $4,761-41.9% |
| Participant deferral / active EE | $8,823 | $7,181+22.9% | $6,842+29.0% | $5,982+47.5% |
| Admin fee / account holder | $84,943 | $10,807+686.0% | $9,309+812.5% | $11,246+655.3% |