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 | $167,040 | $148,534+12.5% | $135,903+22.9% | $139,434+19.8% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 25.07% | 79.19%-54.1pp | 68.23%-43.2pp | 372.94%-347.9pp |
| Employer contribution / active EE | $3,258 | $5,243-37.9% | $4,856-32.9% | $4,751-31.4% |
| Participant deferral / active EE | $8,883 | $8,100+9.7% | $7,758+14.5% | $6,710+32.4% |
| Admin fee / account holder | $36,672 | $12,400+195.7% | $10,762+240.7% | $11,403+221.6% |