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 | $211,022 | $105,181+100.6% | $159,436+32.4% | $85,850+145.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.8%-7.8pp | 69.3%+5.7pp |
| Annual return | 17.57% | 45.07%-27.5pp | 263.57%-246.0pp | 318.53%-301.0pp |
| Employer contribution / active EE | $3,147 | $3,318-5.2% | $4,829-34.8% | $2,565+22.7% |
| Participant deferral / active EE | $9,758 | $5,945+64.1% | $7,352+32.7% | $3,952+146.9% |
| Admin fee / account holder | $2,021 | $6,933-70.9% | $10,799-81.3% | $6,260-67.7% |