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 | $184,840 | $159,901+15.6% | $146,958+25.8% | $145,922+26.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 25.44% | 98.13%-72.7pp | 418.34%-392.9pp | 561.29%-535.8pp |
| Employer contribution / active EE | $12,982 | $5,286+145.6% | $4,933+163.2% | $4,660+178.6% |
| Participant deferral / active EE | $27,831 | $8,428+230.2% | $8,070+244.9% | $6,688+316.1% |
| Admin fee / account holder | $24,715 | $15,044+64.3% | $12,998+90.1% | $13,397+84.5% |