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 | $159,434 | $144,119+10.6% | $117,854+35.3% | $147,584+8.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.35% | 531.15%-518.8pp | 335.08%-322.7pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,620 | $4,896-26.1% | $3,786-4.4% | $4,876-25.8% |
| Participant deferral / active EE | $5,614 | $5,316+5.6% | $4,482+25.3% | $5,439+3.2% |
| Admin fee / account holder | $12,116 | $10,886+11.3% | $8,020+51.1% | $10,885+11.3% |