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 | $199,068 | $183,519+8.5% | $155,509+28.0% | $145,922+36.4% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 8.93% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.4pp |
| Employer contribution / active EE | $3,376 | $5,313-36.4% | $4,672-27.7% | $4,660-27.5% |
| Participant deferral / active EE | $7,221 | $6,462+11.7% | $5,626+28.3% | $6,688+8.0% |
| Admin fee / account holder | $98,505 | $19,313+410.0% | $15,912+519.1% | $13,397+635.3% |