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 | $204,485 | $180,449+13.3% | $154,107+32.7% | $135,375+51.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -5.78% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,450 | $6,035-42.8% | $5,298-34.9% | $4,779-27.8% |
| Participant deferral / active EE | $12,317 | $5,806+112.1% | $5,081+142.4% | $5,609+119.6% |
| Admin fee / account holder | $21,178 | $16,143+31.2% | $13,411+57.9% | $10,827+95.6% |