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 | $196,728 | $165,335+19.0% | $149,696+31.4% | $158,922+23.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 12.76% | 348.15%-335.4pp | 276.60%-263.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $10,083 | $5,103+97.6% | $4,644+117.1% | $4,761+111.8% |
| Participant deferral / active EE | $10,014 | $7,181+39.4% | $6,842+46.4% | $5,982+67.4% |
| Admin fee / account holder | $1,547 | $10,807-85.7% | $9,309-83.4% | $11,246-86.2% |