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 | $244,714 | $209,832+16.6% | $189,513+29.1% | $167,490+46.1% |
| Participation rate | 95.7% | 88.7%+7.0pp | 87.8%+7.8pp | 82.1%+13.5pp |
| Annual return | 12.88% | 748.27%-735.4pp | 555.15%-542.3pp | 478.56%-465.7pp |
| Employer contribution / active EE | $3,627 | $6,914-47.5% | $6,162-41.1% | $4,837-25.0% |
| Participant deferral / active EE | $6,245 | $8,935-30.1% | $8,221-24.0% | $6,341-1.5% |
| Admin fee / account holder | $20,859 | $14,293+45.9% | $12,045+73.2% | $12,309+69.5% |