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 | $200,501 | $158,398+26.6% | $126,539+58.4% | $142,382+40.8% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 18.90% | 593.76%-574.9pp | 425.95%-407.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $567 | $4,650-87.8% | $3,674-84.6% | $4,299-86.8% |
| Participant deferral / active EE | $567 | $4,767-88.1% | $4,083-86.1% | $6,507-91.3% |
| Admin fee / account holder | $6,185 | $6,918-10.6% | $6,065+2.0% | $12,624-51.0% |