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 | $238,694 | $159,901+49.3% | $146,958+62.4% | $145,922+63.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 17.43% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,800 | $5,286-66.0% | $4,933-63.5% | $4,660-61.4% |
| Participant deferral / active EE | $12,132 | $8,428+43.9% | $8,070+50.3% | $6,688+81.4% |
| Admin fee / account holder | $3,748 | $15,044-75.1% | $12,998-71.2% | $13,397-72.0% |