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 | $180,556 | $159,602+13.1% | $150,045+20.3% | $142,382+26.8% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 13.71% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $10,017 | $4,961+101.9% | $4,693+113.4% | $4,299+133.0% |
| Participant deferral / active EE | $11,665 | $8,310+40.4% | $7,997+45.9% | $6,507+79.3% |
| Admin fee / account holder | $69,810 | $14,846+370.2% | $13,435+419.6% | $12,624+453.0% |