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 | $246,166 | $159,934+53.9% | $147,005+67.5% | $145,959+68.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 16.94% | 98.24%-81.3pp | 418.76%-401.8pp | 561.95%-545.0pp |
| Employer contribution / active EE | $3,975 | $5,287-24.8% | $4,934-19.4% | $4,661-14.7% |
| Participant deferral / active EE | $8,384 | $8,427-0.5% | $8,070+3.9% | $6,689+25.4% |
| Admin fee / account holder | $2,983 | $15,053-80.2% | $13,006-77.1% | $13,398-77.7% |