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 | $230,444 | $183,519+25.6% | $155,509+48.2% | $145,922+57.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.77% | 61.17%-38.4pp | 64.67%-41.9pp | 561.29%-538.5pp |
| Employer contribution / active EE | $1,809 | $5,313-66.0% | $4,672-61.3% | $4,660-61.2% |
| Participant deferral / active EE | $8,002 | $6,462+23.8% | $5,626+42.2% | $6,688+19.7% |
| Admin fee / account holder | $369 | $19,313-98.1% | $15,912-97.7% | $13,397-97.2% |