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 | $212,685 | $180,749+17.7% | $160,784+32.3% | $137,256+55.0% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 16.22% | 2234.46%-2218.2pp | 1803.92%-1787.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,459 | $4,155-40.8% | $3,733-34.1% | $4,156-40.8% |
| Participant deferral / active EE | $3,044 | $6,844-55.5% | $6,293-51.6% | $6,407-52.5% |
| Admin fee / account holder | $34,175 | $10,397+228.7% | $9,717+251.7% | $12,270+178.5% |