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 | $228,846 | $210,648+8.6% | $177,989+28.6% | $145,922+56.8% |
| Participation rate | 95.8% | 80.8%+15.1pp | 77.1%+18.7pp | 80.3%+15.6pp |
| Annual return | 12.99% | 385.86%-372.9pp | 294.48%-281.5pp | 561.29%-548.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $10,854 | $6,958+56.0% | $6,276+72.9% | $6,688+62.3% |
| Admin fee / account holder | $1,037 | $12,013-91.4% | $10,363-90.0% | $13,397-92.3% |