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 | $199,956 | $144,119+38.7% | $117,854+69.7% | $147,584+35.5% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 14.94% | 531.15%-516.2pp | 335.08%-320.1pp | 578.55%-563.6pp |
| Employer contribution / active EE | $6,153 | $4,896+25.7% | $3,786+62.5% | $4,876+26.2% |
| Participant deferral / active EE | $8,581 | $5,316+61.4% | $4,482+91.5% | $5,439+57.8% |
| Admin fee / account holder | $1,525 | $10,886-86.0% | $8,020-81.0% | $10,885-86.0% |