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 | $219,367 | $175,202+25.2% | $149,673+46.6% | $139,434+57.3% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 21.76% | 166.71%-145.0pp | 134.42%-112.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $9,717 | $5,474+77.5% | $4,818+101.7% | $4,751+104.5% |
| Participant deferral / active EE | $5,762 | $6,519-11.6% | $5,680+1.4% | $6,710-14.1% |
| Admin fee / account holder | $1,257 | $16,150-92.2% | $13,210-90.5% | $11,403-89.0% |