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 | $245,731 | $160,055+53.5% | $140,016+75.5% | $135,375+81.5% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.5%+7.7pp | 82.6%+12.6pp |
| Annual return | -0.88% | 911.38%-912.3pp | 651.12%-652.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $5,724 | $6,420-10.8% | $5,606+2.1% | $4,779+19.8% |
| Participant deferral / active EE | $8,824 | $7,642+15.5% | $6,927+27.4% | $5,609+57.3% |
| Admin fee / account holder | $7,407 | $13,328-44.4% | $10,705-30.8% | $10,827-31.6% |