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 | $239,534 | $159,901+49.8% | $146,958+63.0% | $145,922+64.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.99% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $4,306 | $5,286-18.5% | $4,933-12.7% | $4,660-7.6% |
| Participant deferral / active EE | $7,808 | $8,428-7.4% | $8,070-3.2% | $6,688+16.8% |
| Admin fee / account holder | $3,105 | $15,044-79.4% | $12,998-76.1% | $13,397-76.8% |