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 | $193,155 | $210,698-8.3% | $178,014+8.5% | $145,959+32.3% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 18.72% | 386.27%-367.6pp | 294.80%-276.1pp | 561.95%-543.2pp |
| Employer contribution / active EE | $8,865 | $4,567+94.1% | $3,950+124.4% | $4,661+90.2% |
| Participant deferral / active EE | $7,716 | $6,958+10.9% | $6,276+22.9% | $6,689+15.4% |
| Admin fee / account holder | $2,323 | $12,016-80.7% | $10,362-77.6% | $13,398-82.7% |