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 | $221,236 | $202,318+9.4% | $172,739+28.1% | $152,861+44.7% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 12.95% | 1029.65%-1016.7pp | 802.84%-789.9pp | 345.32%-332.4pp |
| Employer contribution / active EE | $2,539 | $5,856-56.6% | $5,143-50.6% | $4,762-46.7% |
| Participant deferral / active EE | $6,360 | $5,948+6.9% | $5,198+22.4% | $5,850+8.7% |
| Admin fee / account holder | $10,281 | $17,109-39.9% | $13,954-26.3% | $11,596-11.3% |