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 | $237,514 | $172,111+38.0% | $150,298+58.0% | $137,256+73.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 14.74% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,365 | $4,636-49.0% | $4,154-43.1% | $4,156-43.1% |
| Participant deferral / active EE | $6,474 | $6,166+5.0% | $5,453+18.7% | $6,407+1.0% |
| Admin fee / account holder | $540 | $16,471-96.7% | $14,116-96.2% | $12,270-95.6% |