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 | $181,650 | $159,901+13.6% | $146,958+23.6% | $145,922+24.5% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 12.45% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $10,057 | $5,286+90.3% | $4,933+103.9% | $4,660+115.8% |
| Participant deferral / active EE | $14,402 | $8,428+70.9% | $8,070+78.5% | $6,688+115.4% |
| Admin fee / account holder | $23,189 | $15,044+54.1% | $12,998+78.4% | $13,397+73.1% |