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 | $186,749 | $160,055+16.7% | $140,016+33.4% | $135,375+37.9% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.5%+7.7pp | 82.6%+12.6pp |
| Annual return | -6.60% | 911.38%-918.0pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $4,206 | $6,420-34.5% | $5,606-25.0% | $4,779-12.0% |
| Participant deferral / active EE | $12,838 | $7,642+68.0% | $6,927+85.3% | $5,609+128.9% |
| Admin fee / account holder | $19,033 | $13,328+42.8% | $10,705+77.8% | $10,827+75.8% |