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 | $221,492 | $183,519+20.7% | $155,509+42.4% | $145,922+51.8% |
| Participation rate | 87.0% | 82.7%+4.3pp | 78.2%+8.8pp | 80.3%+6.7pp |
| Annual return | 12.55% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $10,728 | $5,313+101.9% | $4,672+129.6% | $4,660+130.2% |
| Participant deferral / active EE | $5,973 | $6,462-7.6% | $5,626+6.2% | $6,688-10.7% |
| Admin fee / account holder | $1,718 | $19,313-91.1% | $15,912-89.2% | $13,397-87.2% |