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 | $225,029 | $227,553-1.1% | $189,557+18.7% | $167,490+34.4% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 27.88% | 78.40%-50.5pp | 64.17%-36.3pp | 478.56%-450.7pp |
| Employer contribution / active EE | $5,536 | $5,316+4.1% | $4,412+25.5% | $4,837+14.4% |
| Participant deferral / active EE | $10,393 | $7,002+48.4% | $6,174+68.3% | $6,341+63.9% |
| Admin fee / account holder | $59,359 | $11,878+399.8% | $9,807+505.3% | $12,309+382.2% |