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 | $204,838 | $159,901+28.1% | $146,958+39.4% | $145,922+40.4% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 20.90% | 98.13%-77.2pp | 418.34%-397.4pp | 561.29%-540.4pp |
| Employer contribution / active EE | $7,337 | $5,286+38.8% | $4,933+48.7% | $4,660+57.5% |
| Participant deferral / active EE | $11,687 | $8,428+38.7% | $8,070+44.8% | $6,688+74.8% |
| Admin fee / account holder | $9,930 | $15,044-34.0% | $12,998-23.6% | $13,397-25.9% |