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 | $216,275 | $159,901+35.3% | $146,958+47.2% | $145,922+48.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.57% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,495 | $5,286-33.9% | $4,933-29.2% | $4,660-25.0% |
| Participant deferral / active EE | $10,098 | $8,428+19.8% | $8,070+25.1% | $6,688+51.0% |
| Admin fee / account holder | $997 | $15,044-93.4% | $12,998-92.3% | $13,397-92.6% |