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 | $165,029 | $144,119+14.5% | $117,854+40.0% | $147,584+11.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 12.16% | 531.15%-519.0pp | 335.08%-322.9pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,750 | $4,896-43.8% | $3,786-27.4% | $4,876-43.6% |
| Participant deferral / active EE | $6,538 | $5,316+23.0% | $4,482+45.9% | $5,439+20.2% |
| Admin fee / account holder | $34,880 | $10,886+220.4% | $8,020+334.9% | $10,885+220.4% |