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 | $249,043 | $209,411+18.9% | $178,490+39.5% | $158,922+56.7% |
| Participation rate | 81.0% | 86.3%-5.4pp | 81.9%-1.0pp | 82.0%-1.0pp |
| Annual return | 13.23% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $9,444 | $5,706+65.5% | $5,011+88.5% | $4,761+98.3% |
| Participant deferral / active EE | $11,990 | $5,954+101.4% | $5,202+130.5% | $5,982+100.4% |
| Admin fee / account holder | $74,043 | $17,074+333.6% | $13,984+429.5% | $11,246+558.4% |