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 | $208,367 | $202,432+2.9% | $169,368+23.0% | $139,434+49.4% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 21.20% | 531.74%-510.5pp | 405.60%-384.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,001 | $4,692-57.3% | $4,013-50.1% | $4,751-57.9% |
| Participant deferral / active EE | $11,945 | $6,938+72.2% | $6,221+92.0% | $6,710+78.0% |
| Admin fee / account holder | $2,264 | $10,708-78.9% | $9,003-74.9% | $11,403-80.1% |