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 | $191,498 | $159,901+19.8% | $146,958+30.3% | $145,922+31.2% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 10.31% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,973 | $5,286-43.8% | $4,933-39.7% | $4,660-36.2% |
| Participant deferral / active EE | $10,392 | $8,428+23.3% | $8,070+28.8% | $6,688+55.4% |
| Admin fee / account holder | $38,302 | $15,044+154.6% | $12,998+194.7% | $13,397+185.9% |