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 | $219,293 | $180,449+21.5% | $154,107+42.3% | $135,375+62.0% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -5.90% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,602 | $6,035-73.4% | $5,298-69.8% | $4,779-66.5% |
| Participant deferral / active EE | $4,000 | $5,806-31.1% | $5,081-21.3% | $5,609-28.7% |
| Admin fee / account holder | $2,067 | $16,143-87.2% | $13,411-84.6% | $10,827-80.9% |