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 | $190,626 | $175,202+8.8% | $149,673+27.4% | $139,434+36.7% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 15.46% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $9,545 | $5,474+74.4% | $4,818+98.1% | $4,751+100.9% |
| Participant deferral / active EE | $9,710 | $6,519+49.0% | $5,680+70.9% | $6,710+44.7% |
| Admin fee / account holder | $50,969 | $16,150+215.6% | $13,210+285.8% | $11,403+347.0% |