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 | $234,438 | $100,852+132.5% | $90,404+159.3% | $158,922+47.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 16.88% | 1724.20%-1707.3pp | 1293.02%-1276.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,794 | $3,689+2.9% | $3,262+16.3% | $4,761-20.3% |
| Participant deferral / active EE | $3,701 | $4,348-14.9% | $3,963-6.6% | $5,982-38.1% |
| Admin fee / account holder | $3,147 | $6,501-51.6% | $5,611-43.9% | $11,246-72.0% |