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 | $203,348 | $126,574+60.7% | $106,213+91.5% | $145,922+39.4% |
| Participation rate | 84.6% | 77.6%+7.0pp | 75.3%+9.3pp | 80.3%+4.3pp |
| Annual return | 12.17% | 224.79%-212.6pp | 116.14%-104.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,704 | $3,730-0.7% | $3,171+16.8% | $4,660-20.5% |
| Participant deferral / active EE | $9,783 | $5,724+70.9% | $5,016+95.0% | $6,688+46.3% |
| Admin fee / account holder | $4,830 | $17,304-72.1% | $11,033-56.2% | $13,397-63.9% |