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 | $192,345 | $203,436-5.5% | $152,466+26.2% | $167,490+14.8% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.2%+7.5pp | 82.1%+3.6pp |
| Annual return | 20.36% | 13.80%+6.6pp | 757.33%-737.0pp | 478.56%-458.2pp |
| Employer contribution / active EE | $8,422 | $5,220+61.3% | $4,327+94.7% | $4,837+74.1% |
| Participant deferral / active EE | $12,410 | $6,716+84.8% | $5,820+113.2% | $6,341+95.7% |
| Admin fee / account holder | $9,442 | $22,506-58.0% | $15,805-40.3% | $12,309-23.3% |