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 | $245,290 | $159,901+53.4% | $146,958+66.9% | $145,922+68.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 20.74% | 98.13%-77.4pp | 418.34%-397.6pp | 561.29%-540.5pp |
| Employer contribution / active EE | $4,847 | $5,286-8.3% | $4,933-1.7% | $4,660+4.0% |
| Participant deferral / active EE | $6,623 | $8,428-21.4% | $8,070-17.9% | $6,688-1.0% |
| Admin fee / account holder | $20,540 | $15,044+36.5% | $12,998+58.0% | $13,397+53.3% |