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 | $190,450 | $183,963+3.5% | $162,163+17.4% | $152,861+24.6% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.6%-8.6pp | 82.4%-3.5pp |
| Annual return | 24.51% | 150.76%-126.2pp | 115.59%-91.1pp | 345.32%-320.8pp |
| Employer contribution / active EE | $6,529 | $6,371+2.5% | $5,614+16.3% | $4,762+37.1% |
| Participant deferral / active EE | $14,454 | $8,034+79.9% | $7,298+98.1% | $5,850+147.1% |
| Admin fee / account holder | $3,546 | $13,121-73.0% | $10,843-67.3% | $11,596-69.4% |