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 | $238,657 | $127,065+87.8% | $113,168+110.9% | $142,382+67.6% |
| Participation rate | 82.4% | 79.2%+3.1pp | 76.6%+5.8pp | 80.1%+2.2pp |
| Annual return | 10.54% | 24.03%-13.5pp | 24.27%-13.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $4,158 | $3,442+20.8% | $2,975+39.8% | $4,299-3.3% |
| Participant deferral / active EE | $16,631 | $5,716+190.9% | $5,107+225.7% | $6,507+155.6% |
| Admin fee / account holder | $63,720 | $15,736+304.9% | $12,068+428.0% | $12,624+404.8% |