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 | $220,035 | $180,449+21.9% | $154,107+42.8% | $135,375+62.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 15.77% | 888.09%-872.3pp | 735.12%-719.3pp | 519.73%-504.0pp |
| Employer contribution / active EE | $2,447 | $6,035-59.5% | $5,298-53.8% | $4,779-48.8% |
| Participant deferral / active EE | $6,708 | $5,806+15.5% | $5,081+32.0% | $5,609+19.6% |
| Admin fee / account holder | $13,136 | $16,143-18.6% | $13,411-2.1% | $10,827+21.3% |