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 | $194,875 | $209,411-6.9% | $178,490+9.2% | $158,922+22.6% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 16.09% | 188.75%-172.7pp | 151.07%-135.0pp | 302.83%-286.7pp |
| Employer contribution / active EE | $4,685 | $5,706-17.9% | $5,011-6.5% | $4,761-1.6% |
| Participant deferral / active EE | $7,357 | $5,954+23.6% | $5,202+41.4% | $5,982+23.0% |
| Admin fee / account holder | $1,251 | $17,074-92.7% | $13,984-91.1% | $11,246-88.9% |