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 | $175,600 | $159,602+10.0% | $150,045+17.0% | $142,382+23.3% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 12.61% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $5,925 | $4,961+19.4% | $4,693+26.3% | $4,299+37.8% |
| Participant deferral / active EE | $13,454 | $8,310+61.9% | $7,997+68.2% | $6,507+106.8% |
| Admin fee / account holder | $41,227 | $14,846+177.7% | $13,435+206.9% | $12,624+226.6% |