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 | $223,274 | $202,318+10.4% | $172,739+29.3% | $152,861+46.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 36.38% | 1029.65%-993.3pp | 802.84%-766.5pp | 345.32%-308.9pp |
| Employer contribution / active EE | $2,024 | $5,856-65.4% | $5,143-60.7% | $4,762-57.5% |
| Participant deferral / active EE | $9,368 | $5,948+57.5% | $5,198+80.2% | $5,850+60.1% |
| Admin fee / account holder | $1,403 | $17,109-91.8% | $13,954-89.9% | $11,596-87.9% |