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 | $212,963 | $158,398+34.4% | $126,539+68.3% | $142,382+49.6% |
| Participation rate | 71.4% | 75.8%-4.4pp | 69.8%+1.6pp | 80.1%-8.7pp |
| Annual return | 10.64% | 593.76%-583.1pp | 425.95%-415.3pp | 217.08%-206.4pp |
| Employer contribution / active EE | $7,221 | $4,650+55.3% | $3,674+96.5% | $4,299+68.0% |
| Participant deferral / active EE | $2,822 | $4,767-40.8% | $4,083-30.9% | $6,507-56.6% |
| Admin fee / account holder | $2,192 | $6,918-68.3% | $6,065-63.9% | $12,624-82.6% |