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 | $234,094 | $202,318+15.7% | $172,739+35.5% | $152,861+53.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 20.48% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,660 | $5,856-54.6% | $5,143-48.3% | $4,762-44.1% |
| Participant deferral / active EE | $9,759 | $5,948+64.1% | $5,198+87.8% | $5,850+66.8% |
| Admin fee / account holder | $509 | $17,109-97.0% | $13,954-96.3% | $11,596-95.6% |