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 | $201,962 | $165,335+22.2% | $149,696+34.9% | $158,922+27.1% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 11.41% | 348.15%-336.7pp | 276.60%-265.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,861 | $5,103-43.9% | $4,644-38.4% | $4,761-39.9% |
| Participant deferral / active EE | $8,532 | $7,181+18.8% | $6,842+24.7% | $5,982+42.6% |
| Admin fee / account holder | $37,507 | $10,807+247.1% | $9,309+302.9% | $11,246+233.5% |