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 | $214,900 | $198,466+8.3% | $170,442+26.1% | $147,584+45.6% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 18.43% | 257.29%-238.9pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,395 | $6,184-61.3% | $5,433-55.9% | $4,876-50.9% |
| Participant deferral / active EE | $8,583 | $5,629+52.5% | $4,939+73.8% | $5,439+57.8% |
| Admin fee / account holder | $871 | $16,852-94.8% | $13,880-93.7% | $10,885-92.0% |