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 | $210,222 | $159,934+31.4% | $147,005+43.0% | $145,959+44.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 98.24%-87.9pp | 418.76%-408.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $3,656 | $5,287-30.8% | $4,934-25.9% | $4,661-21.6% |
| Participant deferral / active EE | $14,931 | $8,427+77.2% | $8,070+85.0% | $6,689+123.2% |
| Admin fee / account holder | $2,579 | $15,053-82.9% | $13,006-80.2% | $13,398-80.8% |