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 | $192,699 | $202,432-4.8% | $169,368+13.8% | $139,434+38.2% |
| Participation rate | 94.4% | 81.1%+13.4pp | 77.1%+17.3pp | 80.3%+14.1pp |
| Annual return | 17.57% | 531.74%-514.2pp | 405.60%-388.0pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,056 | $4,692-56.2% | $4,013-48.8% | $4,751-56.7% |
| Participant deferral / active EE | $8,755 | $6,938+26.2% | $6,221+40.7% | $6,710+30.5% |
| Admin fee / account holder | $6,286 | $10,708-41.3% | $9,003-30.2% | $11,403-44.9% |