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 6-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 | $207,267 | $217,402-4.7% | $185,823+11.5% | $167,490+23.7% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 17.08% | 148.36%-131.3pp | 122.05%-105.0pp | 478.56%-461.5pp |
| Employer contribution / active EE | $8,393 | $5,873+42.9% | $5,167+62.4% | $4,837+73.5% |
| Participant deferral / active EE | $6,003 | $6,356-5.6% | $5,568+7.8% | $6,341-5.3% |
| Admin fee / account holder | $13,564 | $19,811-31.5% | $16,237-16.5% | $12,309+10.2% |