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 | $167,502 | $183,519-8.7% | $155,509+7.7% | $145,922+14.8% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.3pp | 80.3%+14.2pp |
| Annual return | 9.83% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.5pp |
| Employer contribution / active EE | $9,229 | $5,313+73.7% | $4,672+97.5% | $4,660+98.1% |
| Participant deferral / active EE | $6,017 | $6,462-6.9% | $5,626+6.9% | $6,688-10.0% |
| Admin fee / account holder | $95,352 | $19,313+393.7% | $15,912+499.2% | $13,397+611.7% |