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 | $218,483 | $159,901+36.6% | $146,958+48.7% | $145,922+49.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.34% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $18,568 | $5,286+251.3% | $4,933+276.4% | $4,660+298.5% |
| Participant deferral / active EE | $10,988 | $8,428+30.4% | $8,070+36.2% | $6,688+64.3% |
| Admin fee / account holder | $99,695 | $15,044+562.7% | $12,998+667.0% | $13,397+644.2% |