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 | $222,263 | $108,919+104.1% | $100,391+121.4% | $145,922+52.3% |
| Participation rate | 90.9% | 82.9%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 10.18% | 57.88%-47.7pp | 49.20%-39.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $8,489 | $4,419+92.1% | $3,942+115.4% | $4,660+82.2% |
| Participant deferral / active EE | $7,848 | $8,445-7.1% | $8,082-2.9% | $6,688+17.3% |
| Admin fee / account holder | $20,429 | $9,689+110.9% | $7,899+158.6% | $13,397+52.5% |