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 | $227,296 | $157,256+44.5% | $141,162+61.0% | $152,861+48.7% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 23.68% | 64.32%-40.6pp | 71.39%-47.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,331 | $5,261-55.7% | $4,735-50.8% | $4,762-51.0% |
| Participant deferral / active EE | $7,269 | $7,109+2.2% | $6,709+8.3% | $5,850+24.3% |
| Admin fee / account holder | $631 | $12,120-94.8% | $10,261-93.9% | $11,596-94.6% |