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 | $219,048 | $172,111+27.3% | $150,298+45.7% | $137,256+59.6% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 15.84% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $8,082 | $4,636+74.3% | $4,154+94.5% | $4,156+94.5% |
| Participant deferral / active EE | $4,914 | $6,166-20.3% | $5,453-9.9% | $6,407-23.3% |
| Admin fee / account holder | $1,346 | $16,471-91.8% | $14,116-90.5% | $12,270-89.0% |