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 | $193,642 | $133,922+44.6% | $116,228+66.6% | $142,382+36.0% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.6%+17.1pp | 80.1%+11.5pp |
| Annual return | 14.46% | 147.76%-133.3pp | 90.06%-75.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $9,793 | $3,446+184.2% | $2,994+227.1% | $4,299+127.8% |
| Participant deferral / active EE | $6,728 | $5,672+18.6% | $4,953+35.8% | $6,507+3.4% |
| Admin fee / account holder | $6,022 | $14,945-59.7% | $11,989-49.8% | $12,624-52.3% |