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 | $146,456 | $226,064-35.2% | $182,532-19.8% | $152,861-4.2% |
| Participation rate | 91.3% | 82.5%+8.8pp | 78.0%+13.3pp | 82.4%+8.9pp |
| Annual return | 25.58% | 192.51%-166.9pp | 148.54%-123.0pp | 345.32%-319.7pp |
| Employer contribution / active EE | $6,235 | $4,978+25.2% | $4,076+53.0% | $4,762+30.9% |
| Participant deferral / active EE | $10,964 | $6,368+72.2% | $5,524+98.5% | $5,850+87.4% |
| Admin fee / account holder | $2,730 | $10,703-74.5% | $8,592-68.2% | $11,596-76.5% |