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 | $221,954 | $148,534+49.4% | $135,903+63.3% | $139,434+59.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 13.07% | 79.19%-66.1pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $11,755 | $5,243+124.2% | $4,856+142.1% | $4,751+147.4% |
| Participant deferral / active EE | $8,079 | $8,100-0.3% | $7,758+4.1% | $6,710+20.4% |
| Admin fee / account holder | $57,852 | $12,400+366.6% | $10,762+437.6% | $11,403+407.4% |