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 | $192,510 | $159,901+20.4% | $146,958+31.0% | $145,922+31.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 14.96% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,845 | $5,286-46.2% | $4,933-42.3% | $4,660-39.0% |
| Participant deferral / active EE | $7,875 | $8,428-6.6% | $8,070-2.4% | $6,688+17.8% |
| Admin fee / account holder | $3,044 | $15,044-79.8% | $12,998-76.6% | $13,397-77.3% |