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 | $208,539 | $183,963+13.4% | $162,163+28.6% | $152,861+36.4% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 25.12% | 150.76%-125.6pp | 115.59%-90.5pp | 345.32%-320.2pp |
| Employer contribution / active EE | $6,109 | $6,371-4.1% | $5,614+8.8% | $4,762+28.3% |
| Participant deferral / active EE | $10,395 | $8,034+29.4% | $7,298+42.4% | $5,850+77.7% |
| Admin fee / account holder | $18,991 | $13,121+44.7% | $10,843+75.2% | $11,596+63.8% |