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 | $234,120 | $209,336+11.8% | $197,124+18.8% | $137,256+70.6% |
| Participation rate | 95.8% | 87.3%+8.5pp | 86.7%+9.1pp | 80.0%+15.9pp |
| Annual return | 15.03% | 48.09%-33.1pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $12,065 | $6,591+83.1% | $6,227+93.7% | $4,156+190.3% |
| Participant deferral / active EE | $10,741 | $9,614+11.7% | $9,135+17.6% | $6,407+67.6% |
| Admin fee / account holder | $3,736 | $17,308-78.4% | $16,298-77.1% | $12,270-69.6% |