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 | $211,231 | $180,449+17.1% | $154,107+37.1% | $135,375+56.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -5.10% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,264 | $6,035-62.5% | $5,298-57.3% | $4,779-52.6% |
| Participant deferral / active EE | $8,035 | $5,806+38.4% | $5,081+58.2% | $5,609+43.3% |
| Admin fee / account holder | $6,606 | $16,143-59.1% | $13,411-50.7% | $10,827-39.0% |