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 | $183,286 | $175,202+4.6% | $149,673+22.5% | $139,434+31.5% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 19.55% | 166.71%-147.2pp | 134.42%-114.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $8,488 | $5,474+55.0% | $4,818+76.2% | $4,751+78.7% |
| Participant deferral / active EE | $5,565 | $6,519-14.6% | $5,680-2.0% | $6,710-17.1% |
| Admin fee / account holder | $1,357 | $16,150-91.6% | $13,210-89.7% | $11,403-88.1% |