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 | $193,668 | $159,901+21.1% | $146,958+31.8% | $145,922+32.7% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.5pp | 80.3%+2.3pp |
| Annual return | 15.00% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $6,566 | $5,286+24.2% | $4,933+33.1% | $4,660+40.9% |
| Participant deferral / active EE | $13,378 | $8,428+58.7% | $8,070+65.8% | $6,688+100.0% |
| Admin fee / account holder | $6,484 | $15,044-56.9% | $12,998-50.1% | $13,397-51.6% |