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 | $188,886 | $175,202+7.8% | $149,673+26.2% | $139,434+35.5% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 19.86% | 166.71%-146.8pp | 134.42%-114.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,513 | $5,474-54.1% | $4,818-47.8% | $4,751-47.1% |
| Participant deferral / active EE | $8,590 | $6,519+31.8% | $5,680+51.2% | $6,710+28.0% |
| Admin fee / account holder | $556 | $16,150-96.6% | $13,210-95.8% | $11,403-95.1% |