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 | $240,779 | $183,519+31.2% | $155,509+54.8% | $145,922+65.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 14.96% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,140 | $5,313-59.7% | $4,672-54.2% | $4,660-54.1% |
| Participant deferral / active EE | $4,049 | $6,462-37.3% | $5,626-28.0% | $6,688-39.4% |
| Admin fee / account holder | $29,067 | $19,313+50.5% | $15,912+82.7% | $13,397+117.0% |