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 | $189,137 | $148,534+27.3% | $135,903+39.2% | $139,434+35.6% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 13.75% | 79.19%-65.4pp | 68.23%-54.5pp | 372.94%-359.2pp |
| Employer contribution / active EE | $5,110 | $5,243-2.5% | $4,856+5.2% | $4,751+7.6% |
| Participant deferral / active EE | $11,812 | $8,100+45.8% | $7,758+52.3% | $6,710+76.0% |
| Admin fee / account holder | $23,940 | $12,400+93.1% | $10,762+122.5% | $11,403+110.0% |