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 | $202,711 | $176,056+15.1% | $159,436+27.1% | $167,490+21.0% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 12.89% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $6,934 | $5,297+30.9% | $4,829+43.6% | $4,837+43.3% |
| Participant deferral / active EE | $5,831 | $7,750-24.8% | $7,352-20.7% | $6,341-8.0% |
| Admin fee / account holder | $453,317 | $12,554+3510.9% | $10,799+4098.0% | $12,309+3582.8% |