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 | $200,686 | $144,119+39.3% | $117,854+70.3% | $147,584+36.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 13.00% | 531.15%-518.1pp | 335.08%-322.1pp | 578.55%-565.5pp |
| Employer contribution / active EE | $4,068 | $4,896-16.9% | $3,786+7.5% | $4,876-16.6% |
| Participant deferral / active EE | $10,989 | $5,316+106.7% | $4,482+145.2% | $5,439+102.0% |
| Admin fee / account holder | $464 | $10,886-95.7% | $8,020-94.2% | $10,885-95.7% |