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 | $241,844 | $171,865+40.7% | $149,718+61.5% | $147,584+63.9% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 16.46% | 2113.22%-2096.8pp | 1501.63%-1485.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,524 | $6,275-75.7% | $5,445-72.0% | $4,876-68.7% |
| Participant deferral / active EE | $3,206 | $7,271-55.9% | $6,569-51.2% | $5,439-41.0% |
| Admin fee / account holder | $7,080 | $13,799-48.7% | $11,283-37.2% | $10,885-35.0% |