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 | $226,585 | $157,256+44.1% | $141,162+60.5% | $152,861+48.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 19.58% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $6,951 | $5,261+32.1% | $4,735+46.8% | $4,762+46.0% |
| Participant deferral / active EE | $9,411 | $7,109+32.4% | $6,709+40.3% | $5,850+60.9% |
| Admin fee / account holder | $13,778 | $12,120+13.7% | $10,261+34.3% | $11,596+18.8% |