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 | $185,824 | $217,402-14.5% | $185,8230% | $167,490+10.9% |
| Participation rate | 95.7% | 86.0%+9.6pp | 81.7%+14.0pp | 82.1%+13.5pp |
| Annual return | 18.13% | 148.36%-130.2pp | 122.05%-103.9pp | 478.56%-460.4pp |
| Employer contribution / active EE | $8,013 | $5,873+36.4% | $5,167+55.1% | $4,837+65.6% |
| Participant deferral / active EE | $4,445 | $6,356-30.1% | $5,568-20.2% | $6,341-29.9% |
| Admin fee / account holder | $393 | $19,811-98.0% | $16,237-97.6% | $12,309-96.8% |