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 | $120,432 | $111,535+8.0% | $105,223+14.5% | $137,256-12.3% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 16.93% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $12,326 | $3,939+212.9% | $3,689+234.2% | $4,156+196.6% |
| Participant deferral / active EE | $10,723 | $5,500+95.0% | $5,072+111.4% | $6,407+67.4% |
| Admin fee / account holder | $14,131 | $9,721+45.4% | $8,859+59.5% | $12,270+15.2% |