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 | $240,385 | $209,832+14.6% | $189,513+26.8% | $167,490+43.5% |
| Participation rate | 84.6% | 88.7%-4.1pp | 87.8%-3.2pp | 82.1%+2.5pp |
| Annual return | 12.84% | 748.27%-735.4pp | 555.15%-542.3pp | 478.56%-465.7pp |
| Employer contribution / active EE | $3,213 | $6,914-53.5% | $6,162-47.9% | $4,837-33.6% |
| Participant deferral / active EE | $7,972 | $8,935-10.8% | $8,221-3.0% | $6,341+25.7% |
| Admin fee / account holder | $1,343 | $14,293-90.6% | $12,045-88.9% | $12,309-89.1% |