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 | $209,428 | $159,901+31.0% | $146,958+42.5% | $145,922+43.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 9.92% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,529 | $5,286-52.2% | $4,933-48.7% | $4,660-45.7% |
| Participant deferral / active EE | $12,840 | $8,428+52.3% | $8,070+59.1% | $6,688+92.0% |
| Admin fee / account holder | $39,863 | $15,044+165.0% | $12,998+206.7% | $13,397+197.5% |