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 | $208,400 | $198,466+5.0% | $170,442+22.3% | $147,584+41.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.46% | 257.29%-245.8pp | 205.93%-194.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $3,633 | $6,184-41.3% | $5,433-33.1% | $4,876-25.5% |
| Participant deferral / active EE | $4,214 | $5,629-25.1% | $4,939-14.7% | $5,439-22.5% |
| Admin fee / account holder | $30,259 | $16,852+79.6% | $13,880+118.0% | $10,885+178.0% |