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 | $186,593 | $180,449+3.4% | $154,107+21.1% | $135,375+37.8% |
| Participation rate | 81.3% | 87.4%-6.2pp | 83.0%-1.8pp | 82.6%-1.4pp |
| Annual return | -0.44% | 888.09%-888.5pp | 735.12%-735.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $9,501 | $6,035+57.4% | $5,298+79.3% | $4,779+98.8% |
| Participant deferral / active EE | $5,618 | $5,806-3.2% | $5,081+10.6% | $5,609+0.2% |
| Admin fee / account holder | $34,392 | $16,143+113.1% | $13,411+156.4% | $10,827+217.7% |