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 | $223,943 | $202,318+10.7% | $172,739+29.6% | $152,861+46.5% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 14.11% | 1029.65%-1015.5pp | 802.84%-788.7pp | 345.32%-331.2pp |
| Employer contribution / active EE | $3,839 | $5,856-34.4% | $5,143-25.3% | $4,762-19.4% |
| Participant deferral / active EE | $8,800 | $5,948+47.9% | $5,198+69.3% | $5,850+50.4% |
| Admin fee / account holder | $5,008 | $17,109-70.7% | $13,954-64.1% | $11,596-56.8% |