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 | $210,126 | $157,256+33.6% | $141,162+48.9% | $152,861+37.5% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 22.19% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,555 | $5,261-32.4% | $4,735-24.9% | $4,762-25.4% |
| Participant deferral / active EE | $9,171 | $7,109+29.0% | $6,709+36.7% | $5,850+56.8% |
| Admin fee / account holder | $1,766 | $12,120-85.4% | $10,261-82.8% | $11,596-84.8% |