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 | $191,687 | $169,032+13.4% | $129,207+48.4% | $145,922+31.4% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 12.26% | 14330.11%-14317.9pp | 9417.33%-9405.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,962 | $5,537-64.6% | $4,153-52.8% | $4,660-57.9% |
| Participant deferral / active EE | $7,118 | $4,987+42.7% | $4,168+70.8% | $6,688+6.4% |
| Admin fee / account holder | $24,831 | $9,954+149.4% | $7,715+221.9% | $13,397+85.4% |