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 | $201,990 | $177,572+13.8% | $154,803+30.5% | $142,382+41.9% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.1%+12.4pp | 80.1%+10.4pp |
| Annual return | 15.50% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $6,759 | $4,810+40.5% | $4,305+57.0% | $4,299+57.2% |
| Participant deferral / active EE | $5,690 | $6,272-9.3% | $5,540+2.7% | $6,507-12.6% |
| Admin fee / account holder | $4,598 | $16,786-72.6% | $14,329-67.9% | $12,624-63.6% |