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 | $202,683 | $157,256+28.9% | $141,162+43.6% | $152,861+32.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 25.52% | 64.32%-38.8pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,620 | $5,261-50.2% | $4,735-44.7% | $4,762-45.0% |
| Participant deferral / active EE | $10,580 | $7,109+48.8% | $6,709+57.7% | $5,850+80.9% |
| Admin fee / account holder | $9,069 | $12,120-25.2% | $10,261-11.6% | $11,596-21.8% |