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 | $226,949 | $108,919+108.4% | $100,391+126.1% | $145,922+55.5% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 12.19% | 57.88%-45.7pp | 49.20%-37.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $464 | $4,419-89.5% | $3,942-88.2% | $4,660-90.0% |
| Participant deferral / active EE | $9,949 | $8,445+17.8% | $8,082+23.1% | $6,688+48.8% |
| Admin fee / account holder | $90,786 | $9,689+837.0% | $7,899+1049.3% | $13,397+577.7% |