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 | $230,254 | $159,901+44.0% | $146,958+56.7% | $145,922+57.8% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 18.88% | 98.13%-79.3pp | 418.34%-399.5pp | 561.29%-542.4pp |
| Employer contribution / active EE | $5,524 | $5,286+4.5% | $4,933+12.0% | $4,660+18.6% |
| Participant deferral / active EE | $6,109 | $8,428-27.5% | $8,070-24.3% | $6,688-8.7% |
| Admin fee / account holder | $19,529 | $15,044+29.8% | $12,998+50.2% | $13,397+45.8% |