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 | $227,087 | $198,466+14.4% | $170,442+33.2% | $147,584+53.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.58% | 257.29%-243.7pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $5,240 | $6,184-15.3% | $5,433-3.5% | $4,876+7.5% |
| Participant deferral / active EE | $2,878 | $5,629-48.9% | $4,939-41.7% | $5,439-47.1% |
| Admin fee / account holder | $57,857 | $16,852+243.3% | $13,880+316.8% | $10,885+431.5% |