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 | $182,341 | $159,901+14.0% | $146,958+24.1% | $145,922+25.0% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 13.94% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,346 | $5,286-36.7% | $4,933-32.2% | $4,660-28.2% |
| Participant deferral / active EE | $9,520 | $8,428+13.0% | $8,070+18.0% | $6,688+42.4% |
| Admin fee / account holder | $1,575 | $15,044-89.5% | $12,998-87.9% | $13,397-88.2% |