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 | $215,978 | $157,256+37.3% | $141,162+53.0% | $152,861+41.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 22.93% | 64.32%-41.4pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $4,805 | $5,261-8.7% | $4,735+1.5% | $4,762+0.9% |
| Participant deferral / active EE | $6,950 | $7,109-2.2% | $6,709+3.6% | $5,850+18.8% |
| Admin fee / account holder | $26,431 | $12,120+118.1% | $10,261+157.6% | $11,596+127.9% |