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 | $199,021 | $180,449+10.3% | $154,107+29.1% | $135,375+47.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -4.82% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.6pp |
| Employer contribution / active EE | $7,717 | $6,035+27.9% | $5,298+45.7% | $4,779+61.5% |
| Participant deferral / active EE | $4,732 | $5,806-18.5% | $5,081-6.9% | $5,609-15.6% |
| Admin fee / account holder | $18,268 | $16,143+13.2% | $13,411+36.2% | $10,827+68.7% |