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 | $194,634 | $159,901+21.7% | $146,958+32.4% | $145,922+33.4% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.5pp | 80.3%+2.3pp |
| Annual return | 15.64% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $5,848 | $5,286+10.6% | $4,933+18.5% | $4,660+25.5% |
| Participant deferral / active EE | $11,630 | $8,428+38.0% | $8,070+44.1% | $6,688+73.9% |
| Admin fee / account holder | $25,076 | $15,044+66.7% | $12,998+92.9% | $13,397+87.2% |