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 | $234,322 | $159,901+46.5% | $146,958+59.4% | $145,922+60.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 21.50% | 98.13%-76.6pp | 418.34%-396.8pp | 561.29%-539.8pp |
| Employer contribution / active EE | $1,592 | $5,286-69.9% | $4,933-67.7% | $4,660-65.8% |
| Participant deferral / active EE | $9,053 | $8,428+7.4% | $8,070+12.2% | $6,688+35.4% |
| Admin fee / account holder | $29,565 | $15,044+96.5% | $12,998+127.5% | $13,397+120.7% |