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 | $215,984 | $175,202+23.3% | $149,673+44.3% | $139,434+54.9% |
| Participation rate | 89.5% | 83.4%+6.1pp | 78.8%+10.7pp | 80.3%+9.2pp |
| Annual return | 23.38% | 166.71%-143.3pp | 134.42%-111.0pp | 372.94%-349.6pp |
| Employer contribution / active EE | $8,212 | $5,474+50.0% | $4,818+70.5% | $4,751+72.9% |
| Participant deferral / active EE | $7,263 | $6,519+11.4% | $5,680+27.9% | $6,710+8.2% |
| Admin fee / account holder | $4,219 | $16,150-73.9% | $13,210-68.1% | $11,403-63.0% |