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 | $213,439 | $210,648+1.3% | $177,989+19.9% | $145,922+46.3% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 17.12% | 385.86%-368.7pp | 294.48%-277.4pp | 561.29%-544.2pp |
| Employer contribution / active EE | $750 | $4,565-83.6% | $3,949-81.0% | $4,660-83.9% |
| Participant deferral / active EE | $2,456 | $6,958-64.7% | $6,276-60.9% | $6,688-63.3% |
| Admin fee / account holder | $29,402 | $12,013+144.8% | $10,363+183.7% | $13,397+119.5% |