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 | $236,431 | $183,963+28.5% | $162,163+45.8% | $152,861+54.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 25.45% | 150.76%-125.3pp | 115.59%-90.1pp | 345.32%-319.9pp |
| Employer contribution / active EE | $17,675 | $6,371+177.4% | $5,614+214.9% | $4,762+271.1% |
| Participant deferral / active EE | $16,775 | $8,034+108.8% | $7,298+129.9% | $5,850+186.7% |
| Admin fee / account holder | $371 | $13,121-97.2% | $10,843-96.6% | $11,596-96.8% |