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 | $197,103 | $183,963+7.1% | $162,163+21.5% | $152,861+28.9% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.6%+7.7pp | 82.4%+12.8pp |
| Annual return | 25.31% | 150.76%-125.4pp | 115.59%-90.3pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,562 | $6,371-75.5% | $5,614-72.2% | $4,762-67.2% |
| Participant deferral / active EE | $8,706 | $8,034+8.4% | $7,298+19.3% | $5,850+48.8% |
| Admin fee / account holder | $6,257 | $13,121-52.3% | $10,843-42.3% | $11,596-46.0% |