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 | $194,953 | $175,202+11.3% | $149,673+30.3% | $139,434+39.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 19.32% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,051 | $5,474-44.3% | $4,818-36.7% | $4,751-35.8% |
| Participant deferral / active EE | $12,833 | $6,519+96.9% | $5,680+125.9% | $6,710+91.2% |
| Admin fee / account holder | $3,983 | $16,150-75.3% | $13,210-69.8% | $11,403-65.1% |