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 | $183,975 | $165,984+10.8% | $164,813+11.6% | $145,922+26.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 11.35% | 100.03%-88.7pp | 69.93%-58.6pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,554 | $5,273-13.6% | $4,341+4.9% | $4,660-2.3% |
| Participant deferral / active EE | $14,399 | $6,959+106.9% | $6,031+138.7% | $6,688+115.3% |
| Admin fee / account holder | $66,591 | $16,648+300.0% | $12,690+424.8% | $13,397+397.1% |