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 | $209,907 | $159,901+31.3% | $146,958+42.8% | $145,922+43.8% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 10.37% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,231 | $5,286-57.8% | $4,933-54.8% | $4,660-52.1% |
| Participant deferral / active EE | $4,479 | $8,428-46.9% | $8,070-44.5% | $6,688-33.0% |
| Admin fee / account holder | $39,907 | $15,044+165.3% | $12,998+207.0% | $13,397+197.9% |