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 | $220,459 | $142,405+54.8% | $115,157+91.4% | $152,861+44.2% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.4%-2.4pp |
| Annual return | 26.16% | 41.48%-15.3pp | 35.60%-9.4pp | 345.32%-319.2pp |
| Employer contribution / active EE | $5,761 | $4,010+43.7% | $3,179+81.2% | $4,762+21.0% |
| Participant deferral / active EE | $10,100 | $5,164+95.6% | $4,168+142.3% | $5,850+72.6% |
| Admin fee / account holder | $1,785 | $8,462-78.9% | $7,088-74.8% | $11,596-84.6% |