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 | $247,535 | $159,901+54.8% | $146,958+68.4% | $145,922+69.6% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 11.68% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,601 | $5,286-50.8% | $4,933-47.3% | $4,660-44.2% |
| Participant deferral / active EE | $6,611 | $8,428-21.6% | $8,070-18.1% | $6,688-1.1% |
| Admin fee / account holder | $2,475 | $15,044-83.5% | $12,998-81.0% | $13,397-81.5% |