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 | $233,003 | $209,411+11.3% | $178,490+30.5% | $158,922+46.6% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 9.66% | 188.75%-179.1pp | 151.07%-141.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $3,585 | $5,706-37.2% | $5,011-28.4% | $4,761-24.7% |
| Participant deferral / active EE | $6,771 | $5,954+13.7% | $5,202+30.2% | $5,982+13.2% |
| Admin fee / account holder | $218,083 | $17,074+1177.3% | $13,984+1459.5% | $11,246+1839.3% |