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 | $192,445 | $226,064-14.9% | $182,532+5.4% | $152,861+25.9% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.0%+11.5pp | 82.4%+7.0pp |
| Annual return | 22.76% | 192.51%-169.7pp | 148.54%-125.8pp | 345.32%-322.6pp |
| Employer contribution / active EE | $5,815 | $4,978+16.8% | $4,076+42.7% | $4,762+22.1% |
| Participant deferral / active EE | $6,010 | $6,368-5.6% | $5,524+8.8% | $5,850+2.7% |
| Admin fee / account holder | $27,024 | $10,703+152.5% | $8,592+214.5% | $11,596+133.0% |