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 | $200,890 | $180,449+11.3% | $154,107+30.4% | $135,375+48.4% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | 6.68% | 888.09%-881.4pp | 735.12%-728.4pp | 519.73%-513.1pp |
| Employer contribution / active EE | $2,753 | $6,035-54.4% | $5,298-48.0% | $4,779-42.4% |
| Participant deferral / active EE | $5,440 | $5,806-6.3% | $5,081+7.1% | $5,609-3.0% |
| Admin fee / account holder | $1,887 | $16,143-88.3% | $13,411-85.9% | $10,827-82.6% |