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 | $203,537 | $183,963+10.6% | $162,163+25.5% | $152,861+33.2% |
| Participation rate | 86.4% | 88.5%-2.1pp | 87.6%-1.2pp | 82.4%+3.9pp |
| Annual return | 20.31% | 150.76%-130.5pp | 115.59%-95.3pp | 345.32%-325.0pp |
| Employer contribution / active EE | $10,572 | $6,371+66.0% | $5,614+88.3% | $4,762+122.0% |
| Participant deferral / active EE | $9,621 | $8,034+19.8% | $7,298+31.8% | $5,850+64.5% |
| Admin fee / account holder | $69,808 | $13,121+432.0% | $10,843+543.8% | $11,596+502.0% |