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 | $238,609 | $183,519+30.0% | $155,509+53.4% | $145,922+63.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.84% | 61.17%-43.3pp | 64.67%-46.8pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,614 | $5,313-50.8% | $4,672-44.1% | $4,660-43.9% |
| Participant deferral / active EE | $9,006 | $6,462+39.4% | $5,626+60.1% | $6,688+34.7% |
| Admin fee / account holder | $2,729 | $19,313-85.9% | $15,912-82.8% | $13,397-79.6% |