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 | $207,119 | $144,119+43.7% | $117,854+75.7% | $147,584+40.3% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 21.40% | 531.15%-509.7pp | 335.08%-313.7pp | 578.55%-557.1pp |
| Employer contribution / active EE | $3,182 | $4,896-35.0% | $3,786-16.0% | $4,876-34.7% |
| Participant deferral / active EE | $6,880 | $5,316+29.4% | $4,482+53.5% | $5,439+26.5% |
| Admin fee / account holder | $34,652 | $10,886+218.3% | $8,020+332.1% | $10,885+218.3% |