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 | $218,296 | $159,901+36.5% | $146,958+48.5% | $145,922+49.6% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 12.01% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $11,775 | $5,286+122.8% | $4,933+138.7% | $4,660+152.7% |
| Participant deferral / active EE | $13,791 | $8,428+63.6% | $8,070+70.9% | $6,688+106.2% |
| Admin fee / account holder | $1,227 | $15,044-91.8% | $12,998-90.6% | $13,397-90.8% |