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 | $200,522 | $214,378-6.5% | $200,5820% | $142,382+40.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.55% | 46.41%-33.9pp | 42.33%-29.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $4,797 | $6,841-29.9% | $6,419-25.3% | $4,299+11.6% |
| Participant deferral / active EE | $3,962 | $9,865-59.8% | $9,331-57.5% | $6,507-39.1% |
| Admin fee / account holder | $9,045 | $17,692-48.9% | $16,305-44.5% | $12,624-28.4% |