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 | $225,406 | $133,922+68.3% | $116,228+93.9% | $142,382+58.3% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.6%+12.1pp | 80.1%+6.5pp |
| Annual return | 14.86% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,427 | $3,446+28.5% | $2,994+47.8% | $4,299+3.0% |
| Participant deferral / active EE | $11,541 | $5,672+103.5% | $4,953+133.0% | $6,507+77.4% |
| Admin fee / account holder | $40,901 | $14,945+173.7% | $11,989+241.2% | $12,624+224.0% |