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 | $226,060 | $133,922+68.8% | $116,228+94.5% | $142,382+58.8% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.6%+19.6pp | 80.1%+14.0pp |
| Annual return | 15.72% | 147.76%-132.0pp | 90.06%-74.3pp | 217.08%-201.4pp |
| Employer contribution / active EE | $9,159 | $3,446+165.8% | $2,994+205.9% | $4,299+113.0% |
| Participant deferral / active EE | $8,310 | $5,672+46.5% | $4,953+67.8% | $6,507+27.7% |
| Admin fee / account holder | $5,972 | $14,945-60.0% | $11,989-50.2% | $12,624-52.7% |