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 | $214,621 | $183,519+16.9% | $155,509+38.0% | $145,922+47.1% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 10.60% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $8,507 | $5,313+60.1% | $4,672+82.1% | $4,660+82.6% |
| Participant deferral / active EE | $5,185 | $6,462-19.8% | $5,626-7.8% | $6,688-22.5% |
| Admin fee / account holder | $5,390 | $19,313-72.1% | $15,912-66.1% | $13,397-59.8% |