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 | $235,471 | $159,602+47.5% | $150,045+56.9% | $142,382+65.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 19.94% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $12,727 | $4,961+156.6% | $4,693+171.2% | $4,299+196.0% |
| Participant deferral / active EE | $15,231 | $8,310+83.3% | $7,997+90.5% | $6,507+134.1% |
| Admin fee / account holder | $24,714 | $14,846+66.5% | $13,435+84.0% | $12,624+95.8% |