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 | $224,427 | $117,841+90.4% | $102,423+119.1% | $145,922+53.8% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 13.78% | 31.65%-17.9pp | 29.32%-15.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,346 | $3,615+20.2% | $3,023+43.8% | $4,660-6.7% |
| Participant deferral / active EE | $6,558 | $5,731+14.4% | $5,053+29.8% | $6,688-1.9% |
| Admin fee / account holder | $36,064 | $13,326+170.6% | $9,451+281.6% | $13,397+169.2% |