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 | $226,687 | $183,963+23.2% | $162,163+39.8% | $152,861+48.3% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 22.40% | 150.76%-128.4pp | 115.59%-93.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,459 | $6,371-45.7% | $5,614-38.4% | $4,762-27.4% |
| Participant deferral / active EE | $6,476 | $8,034-19.4% | $7,298-11.3% | $5,850+10.7% |
| Admin fee / account holder | $20,833 | $13,121+58.8% | $10,843+92.1% | $11,596+79.7% |