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 | $245,419 | $159,901+53.5% | $146,958+67.0% | $145,922+68.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 13.63% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $5,725 | $5,286+8.3% | $4,933+16.0% | $4,660+22.9% |
| Participant deferral / active EE | $8,073 | $8,428-4.2% | $8,0700% | $6,688+20.7% |
| Admin fee / account holder | $1,120 | $15,044-92.6% | $12,998-91.4% | $13,397-91.6% |