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 | $209,831 | $126,574+65.8% | $106,213+97.6% | $145,922+43.8% |
| Participation rate | 84.2% | 77.6%+6.6pp | 75.3%+8.9pp | 80.3%+3.9pp |
| Annual return | 10.33% | 224.79%-214.5pp | 116.14%-105.8pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,200 | $3,730-14.2% | $3,171+0.9% | $4,660-31.3% |
| Participant deferral / active EE | $6,276 | $5,724+9.7% | $5,016+25.1% | $6,688-6.2% |
| Admin fee / account holder | $1,140 | $17,304-93.4% | $11,033-89.7% | $13,397-91.5% |