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 | $209,369 | $100,852+107.6% | $90,404+131.6% | $158,922+31.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 16.82% | 1724.20%-1707.4pp | 1293.02%-1276.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,300 | $3,689-37.6% | $3,262-29.5% | $4,761-51.7% |
| Participant deferral / active EE | $5,802 | $4,348+33.4% | $3,963+46.4% | $5,982-3.0% |
| Admin fee / account holder | $6,323 | $6,501-2.7% | $5,611+12.7% | $11,246-43.8% |