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 | $247,808 | $209,411+18.3% | $178,490+38.8% | $158,922+55.9% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 11.86% | 188.75%-176.9pp | 151.07%-139.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,830 | $5,706-67.9% | $5,011-63.5% | $4,761-61.6% |
| Participant deferral / active EE | $3,966 | $5,954-33.4% | $5,202-23.7% | $5,982-33.7% |
| Admin fee / account holder | $3,493 | $17,074-79.5% | $13,984-75.0% | $11,246-68.9% |