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 | $240,893 | $159,901+50.7% | $146,958+63.9% | $145,922+65.1% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 12.41% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,751 | $5,286-29.0% | $4,933-24.0% | $4,660-19.5% |
| Participant deferral / active EE | $8,072 | $8,428-4.2% | $8,0700% | $6,688+20.7% |
| Admin fee / account holder | $87,652 | $15,044+482.6% | $12,998+574.3% | $13,397+554.3% |