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 | $193,490 | $159,934+21.0% | $147,005+31.6% | $145,959+32.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.83% | 98.24%-86.4pp | 418.76%-406.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $3,766 | $5,287-28.8% | $4,934-23.7% | $4,661-19.2% |
| Participant deferral / active EE | $5,372 | $8,427-36.3% | $8,070-33.4% | $6,689-19.7% |
| Admin fee / account holder | $8,018 | $15,053-46.7% | $13,006-38.4% | $13,398-40.2% |