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 | $201,488 | $172,111+17.1% | $150,298+34.1% | $137,256+46.8% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 20.61% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,481 | $4,636-68.1% | $4,154-64.4% | $4,156-64.4% |
| Participant deferral / active EE | $7,548 | $6,166+22.4% | $5,453+38.4% | $6,407+17.8% |
| Admin fee / account holder | $96,975 | $16,471+488.8% | $14,116+587.0% | $12,270+690.3% |