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 | $212,227 | $126,574+67.7% | $106,213+99.8% | $145,922+45.4% |
| Participation rate | 86.7% | 77.6%+9.0pp | 75.3%+11.4pp | 80.3%+6.4pp |
| Annual return | 13.67% | 224.79%-211.1pp | 116.14%-102.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,995 | $3,730-46.5% | $3,171-37.1% | $4,660-57.2% |
| Participant deferral / active EE | $3,946 | $5,724-31.1% | $5,016-21.3% | $6,688-41.0% |
| Admin fee / account holder | $9,313 | $17,304-46.2% | $11,033-15.6% | $13,397-30.5% |