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 | $199,021 | $202,432-1.7% | $169,368+17.5% | $139,434+42.7% |
| Participation rate | 93.3% | 81.1%+12.3pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 13.50% | 531.74%-518.2pp | 405.60%-392.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $7,825 | $4,692+66.8% | $4,013+95.0% | $4,751+64.7% |
| Participant deferral / active EE | $11,345 | $6,938+63.5% | $6,221+82.4% | $6,710+69.1% |
| Admin fee / account holder | $33,282 | $10,708+210.8% | $9,003+269.7% | $11,403+191.9% |