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 | $195,860 | $227,553-13.9% | $189,557+3.3% | $167,490+16.9% |
| Participation rate | 95.8% | 82.5%+13.3pp | 78.4%+17.4pp | 82.1%+13.7pp |
| Annual return | 16.83% | 78.40%-61.6pp | 64.17%-47.3pp | 478.56%-461.7pp |
| Employer contribution / active EE | $6,524 | $5,316+22.7% | $4,412+47.8% | $4,837+34.9% |
| Participant deferral / active EE | $12,997 | $7,002+85.6% | $6,174+110.5% | $6,341+105.0% |
| Admin fee / account holder | $24,573 | $11,878+106.9% | $9,807+150.6% | $12,309+99.6% |