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 | $183,013 | $159,901+14.5% | $146,958+24.5% | $145,922+25.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.61% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,053 | $5,286-61.2% | $4,933-58.4% | $4,660-55.9% |
| Participant deferral / active EE | $8,156 | $8,428-3.2% | $8,070+1.1% | $6,688+22.0% |
| Admin fee / account holder | $3,259 | $15,044-78.3% | $12,998-74.9% | $13,397-75.7% |