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 | $143,440 | $198,466-27.7% | $170,442-15.8% | $147,584-2.8% |
| Participation rate | 94.1% | 88.0%+6.2pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 11.65% | 257.29%-245.6pp | 205.93%-194.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $10,990 | $6,184+77.7% | $5,433+102.3% | $4,876+125.4% |
| Participant deferral / active EE | $4,550 | $5,629-19.2% | $4,939-7.9% | $5,439-16.3% |
| Admin fee / account holder | $30,102 | $16,852+78.6% | $13,880+116.9% | $10,885+176.5% |