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 | $200,919 | $148,534+35.3% | $135,903+47.8% | $139,434+44.1% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 13.88% | 79.19%-65.3pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $7,535 | $5,243+43.7% | $4,856+55.2% | $4,751+58.6% |
| Participant deferral / active EE | $9,850 | $8,100+21.6% | $7,758+27.0% | $6,710+46.8% |
| Admin fee / account holder | $48,163 | $12,400+288.4% | $10,762+347.5% | $11,403+322.4% |