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 | $202,167 | $159,901+26.4% | $146,958+37.6% | $145,922+38.5% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 15.26% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $7,908 | $5,286+49.6% | $4,933+60.3% | $4,660+69.7% |
| Participant deferral / active EE | $9,528 | $8,428+13.0% | $8,070+18.1% | $6,688+42.5% |
| Admin fee / account holder | $9,707 | $15,044-35.5% | $12,998-25.3% | $13,397-27.5% |