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 | $215,976 | $159,901+35.1% | $146,958+47.0% | $145,922+48.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.31% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $4,568 | $5,286-13.6% | $4,933-7.4% | $4,660-2.0% |
| Participant deferral / active EE | $11,820 | $8,428+40.2% | $8,070+46.5% | $6,688+76.7% |
| Admin fee / account holder | $773 | $15,044-94.9% | $12,998-94.1% | $13,397-94.2% |