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 | $246,651 | $127,065+94.1% | $113,168+118.0% | $142,382+73.2% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 15.61% | 24.03%-8.4pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,809 | $3,442+10.7% | $2,975+28.0% | $4,299-11.4% |
| Participant deferral / active EE | $7,515 | $5,716+31.5% | $5,107+47.1% | $6,507+15.5% |
| Admin fee / account holder | $10,772 | $15,736-31.5% | $12,068-10.7% | $12,624-14.7% |