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 | $222,215 | $183,519+21.1% | $155,509+42.9% | $145,922+52.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 10.42% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $5,258 | $5,313-1.0% | $4,672+12.5% | $4,660+12.8% |
| Participant deferral / active EE | $2,913 | $6,462-54.9% | $5,626-48.2% | $6,688-56.4% |
| Admin fee / account holder | $21,179 | $19,313+9.7% | $15,912+33.1% | $13,397+58.1% |