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 | $240,471 | $165,335+45.4% | $149,696+60.6% | $158,922+51.3% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 16.22% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $4,402 | $5,103-13.7% | $4,644-5.2% | $4,761-7.5% |
| Participant deferral / active EE | $13,913 | $7,181+93.7% | $6,842+103.4% | $5,982+132.6% |
| Admin fee / account holder | $1,965 | $10,807-81.8% | $9,309-78.9% | $11,246-82.5% |