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 | $242,644 | $202,318+19.9% | $172,739+40.5% | $152,861+58.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 21.43% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,274 | $5,856-61.2% | $5,143-55.8% | $4,762-52.2% |
| Participant deferral / active EE | $5,968 | $5,948+0.3% | $5,198+14.8% | $5,850+2.0% |
| Admin fee / account holder | $3,360 | $17,109-80.4% | $13,954-75.9% | $11,596-71.0% |