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 | $194,175 | $183,519+5.8% | $155,509+24.9% | $145,922+33.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 15.78% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $9,184 | $5,313+72.9% | $4,672+96.6% | $4,660+97.1% |
| Participant deferral / active EE | $6,758 | $6,462+4.6% | $5,626+20.1% | $6,688+1.0% |
| Admin fee / account holder | $153,328 | $19,313+693.9% | $15,912+863.6% | $13,397+1044.5% |