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 | $241,466 | $177,572+36.0% | $154,803+56.0% | $142,382+69.6% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 13.51% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,599 | $4,810+37.2% | $4,305+53.3% | $4,299+53.5% |
| Participant deferral / active EE | $6,009 | $6,272-4.2% | $5,540+8.5% | $6,507-7.7% |
| Admin fee / account holder | $6,029 | $16,786-64.1% | $14,329-57.9% | $12,624-52.2% |