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 | $213,947 | $165,335+29.4% | $149,696+42.9% | $158,922+34.6% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 17.65% | 348.15%-330.5pp | 276.60%-259.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $3,175 | $5,103-37.8% | $4,644-31.6% | $4,761-33.3% |
| Participant deferral / active EE | $9,850 | $7,181+37.2% | $6,842+44.0% | $5,982+64.7% |
| Admin fee / account holder | $37,901 | $10,807+250.7% | $9,309+307.2% | $11,246+237.0% |