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 | $204,106 | $217,402-6.1% | $185,823+9.8% | $167,490+21.9% |
| Participation rate | 87.0% | 86.0%+0.9pp | 81.7%+5.3pp | 82.1%+4.9pp |
| Annual return | 21.91% | 148.36%-126.4pp | 122.05%-100.1pp | 478.56%-456.6pp |
| Employer contribution / active EE | $2,573 | $5,873-56.2% | $5,167-50.2% | $4,837-46.8% |
| Participant deferral / active EE | $8,052 | $6,356+26.7% | $5,568+44.6% | $6,341+27.0% |
| Admin fee / account holder | $1,649 | $19,811-91.7% | $16,237-89.8% | $12,309-86.6% |