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 | $190,009 | $159,901+18.8% | $146,958+29.3% | $145,922+30.2% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 13.74% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,808 | $5,286-46.9% | $4,933-43.1% | $4,660-39.7% |
| Participant deferral / active EE | $8,909 | $8,428+5.7% | $8,070+10.4% | $6,688+33.2% |
| Admin fee / account holder | $965 | $15,044-93.6% | $12,998-92.6% | $13,397-92.8% |