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 | $190,586 | $183,519+3.9% | $155,509+22.6% | $145,922+30.6% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 9.47% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $13,257 | $5,313+149.5% | $4,672+183.7% | $4,660+184.5% |
| Participant deferral / active EE | $12,031 | $6,462+86.2% | $5,626+113.8% | $6,688+79.9% |
| Admin fee / account holder | $15,377 | $19,313-20.4% | $15,912-3.4% | $13,397+14.8% |