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 | $198,326 | $202,432-2.0% | $169,368+17.1% | $139,434+42.2% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 24.50% | 531.74%-507.2pp | 405.60%-381.1pp | 372.94%-348.4pp |
| Employer contribution / active EE | $10,633 | $4,692+126.6% | $4,013+165.0% | $4,751+123.8% |
| Participant deferral / active EE | $8,200 | $6,938+18.2% | $6,221+31.8% | $6,710+22.2% |
| Admin fee / account holder | $2,816 | $10,708-73.7% | $9,003-68.7% | $11,403-75.3% |