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 | $200,175 | $169,032+18.4% | $129,207+54.9% | $145,922+37.2% |
| Participation rate | 95.7% | 76.4%+19.2pp | 69.6%+26.0pp | 80.3%+15.4pp |
| Annual return | 14.30% | 14330.11%-14315.8pp | 9417.33%-9403.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,862 | $5,537-66.4% | $4,153-55.2% | $4,660-60.0% |
| Participant deferral / active EE | $7,993 | $4,987+60.3% | $4,168+91.8% | $6,688+19.5% |
| Admin fee / account holder | $26,687 | $9,954+168.1% | $7,715+245.9% | $13,397+99.2% |