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 | $226,677 | $210,648+7.6% | $177,989+27.4% | $145,922+55.3% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 17.60% | 385.86%-368.3pp | 294.48%-276.9pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,443 | $4,565-46.5% | $3,949-38.1% | $4,660-47.6% |
| Participant deferral / active EE | $5,970 | $6,958-14.2% | $6,276-4.9% | $6,688-10.7% |
| Admin fee / account holder | $5,093 | $12,013-57.6% | $10,363-50.9% | $13,397-62.0% |