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 | $241,330 | $150,187+60.7% | $120,354+100.5% | $145,922+65.4% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.9pp | 80.3%-2.5pp |
| Annual return | 12.33% | 154.07%-141.7pp | 107.15%-94.8pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,649 | $4,348-16.1% | $3,463+5.4% | $4,660-21.7% |
| Participant deferral / active EE | $7,669 | $6,173+24.2% | $4,991+53.7% | $6,688+14.7% |
| Admin fee / account holder | $12,966 | $12,207+6.2% | $9,423+37.6% | $13,397-3.2% |