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 | $205,969 | $210,648-2.2% | $177,989+15.7% | $145,922+41.2% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 13.77% | 385.86%-372.1pp | 294.48%-280.7pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,690 | $4,565+2.8% | $3,949+18.8% | $4,660+0.7% |
| Participant deferral / active EE | $5,437 | $6,958-21.9% | $6,276-13.4% | $6,688-18.7% |
| Admin fee / account holder | $1,945 | $12,013-83.8% | $10,363-81.2% | $13,397-85.5% |