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 | $211,306 | $165,335+27.8% | $149,696+41.2% | $158,922+33.0% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 14.14% | 348.15%-334.0pp | 276.60%-262.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $4,101 | $5,103-19.6% | $4,644-11.7% | $4,761-13.9% |
| Participant deferral / active EE | $8,144 | $7,181+13.4% | $6,842+19.0% | $5,982+36.1% |
| Admin fee / account holder | $18,182 | $10,807+68.2% | $9,309+95.3% | $11,246+61.7% |