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 | $209,817 | $210,648-0.4% | $177,989+17.9% | $145,922+43.8% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 9.53% | 385.86%-376.3pp | 294.48%-285.0pp | 561.29%-551.8pp |
| Employer contribution / active EE | $3,886 | $4,565-14.9% | $3,949-1.6% | $4,660-16.6% |
| Participant deferral / active EE | $4,768 | $6,958-31.5% | $6,276-24.0% | $6,688-28.7% |
| Admin fee / account holder | $54,775 | $12,013+356.0% | $10,363+428.6% | $13,397+308.9% |