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 | $244,914 | $159,901+53.2% | $146,958+66.7% | $145,922+67.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.64% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,895 | $5,286-45.2% | $4,933-41.3% | $4,660-37.9% |
| Participant deferral / active EE | $11,373 | $8,428+34.9% | $8,070+40.9% | $6,688+70.1% |
| Admin fee / account holder | $17,348 | $15,044+15.3% | $12,998+33.5% | $13,397+29.5% |