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 | $214,211 | $183,963+16.4% | $162,163+32.1% | $152,861+40.1% |
| Participation rate | 76.2% | 88.5%-12.3pp | 87.6%-11.4pp | 82.4%-6.3pp |
| Annual return | 22.36% | 150.76%-128.4pp | 115.59%-93.2pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,969 | $6,371-53.4% | $5,614-47.1% | $4,762-37.7% |
| Participant deferral / active EE | $9,542 | $8,034+18.8% | $7,298+30.7% | $5,850+63.1% |
| Admin fee / account holder | $22,246 | $13,121+69.5% | $10,843+105.2% | $11,596+91.8% |