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 | $129,500 | $209,832-38.3% | $189,513-31.7% | $167,490-22.7% |
| Participation rate | 90.5% | 88.7%+1.8pp | 87.8%+2.7pp | 82.1%+8.4pp |
| Annual return | 12.70% | 748.27%-735.6pp | 555.15%-542.5pp | 478.56%-465.9pp |
| Employer contribution / active EE | $10,221 | $6,914+47.8% | $6,162+65.9% | $4,837+111.3% |
| Participant deferral / active EE | $10,100 | $8,935+13.0% | $8,221+22.9% | $6,341+59.3% |
| Admin fee / account holder | $2,138 | $14,293-85.0% | $12,045-82.3% | $12,309-82.6% |