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 | $249,276 | $159,901+55.9% | $146,958+69.6% | $145,922+70.8% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-9.9pp | 80.3%-8.1pp |
| Annual return | 19.04% | 98.13%-79.1pp | 418.34%-399.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $5,273 | $5,286-0.2% | $4,933+6.9% | $4,660+13.2% |
| Participant deferral / active EE | $10,284 | $8,428+22.0% | $8,070+27.4% | $6,688+53.8% |
| Admin fee / account holder | $94,484 | $15,044+528.1% | $12,998+626.9% | $13,397+605.3% |