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 | $221,577 | $159,934+38.5% | $147,005+50.7% | $145,959+51.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.74% | 98.24%-85.5pp | 418.76%-406.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $3,995 | $5,287-24.4% | $4,934-19.0% | $4,661-14.3% |
| Participant deferral / active EE | $13,785 | $8,427+63.6% | $8,070+70.8% | $6,689+106.1% |
| Admin fee / account holder | $415 | $15,053-97.2% | $13,006-96.8% | $13,398-96.9% |