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 | $211,478 | $183,963+15.0% | $162,163+30.4% | $152,861+38.3% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.4%+11.7pp |
| Annual return | 23.51% | 150.76%-127.3pp | 115.59%-92.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,972 | $6,371-37.7% | $5,614-29.3% | $4,762-16.6% |
| Participant deferral / active EE | $5,769 | $8,034-28.2% | $7,298-21.0% | $5,850-1.4% |
| Admin fee / account holder | $1,127 | $13,121-91.4% | $10,843-89.6% | $11,596-90.3% |