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 | $229,992 | $202,432+13.6% | $169,368+35.8% | $139,434+64.9% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 16.07% | 531.74%-515.7pp | 405.60%-389.5pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,326 | $4,692-29.1% | $4,013-17.1% | $4,751-30.0% |
| Participant deferral / active EE | $11,301 | $6,938+62.9% | $6,221+81.7% | $6,710+68.4% |
| Admin fee / account holder | $4,576 | $10,708-57.3% | $9,003-49.2% | $11,403-59.9% |