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 | $223,702 | $148,534+50.6% | $135,903+64.6% | $139,434+60.4% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 14.80% | 79.19%-64.4pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $5,078 | $5,243-3.1% | $4,856+4.6% | $4,751+6.9% |
| Participant deferral / active EE | $11,186 | $8,100+38.1% | $7,758+44.2% | $6,710+66.7% |
| Admin fee / account holder | $2,711 | $12,400-78.1% | $10,762-74.8% | $11,403-76.2% |