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 | $222,229 | $183,963+20.8% | $162,163+37.0% | $152,861+45.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 23.69% | 150.76%-127.1pp | 115.59%-91.9pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,822 | $6,371-71.4% | $5,614-67.5% | $4,762-61.7% |
| Participant deferral / active EE | $2,897 | $8,034-63.9% | $7,298-60.3% | $5,850-50.5% |
| Admin fee / account holder | $6,972 | $13,121-46.9% | $10,843-35.7% | $11,596-39.9% |