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 | $204,275 | $180,449+13.2% | $154,107+32.6% | $135,375+50.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -5.27% | 888.09%-893.4pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,746 | $6,035-71.1% | $5,298-67.0% | $4,779-63.5% |
| Participant deferral / active EE | $8,553 | $5,806+47.3% | $5,081+68.4% | $5,609+52.5% |
| Admin fee / account holder | $2,599 | $16,143-83.9% | $13,411-80.6% | $10,827-76.0% |