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 | $235,123 | $202,318+16.2% | $172,739+36.1% | $152,861+53.8% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 34.78% | 1029.65%-994.9pp | 802.84%-768.1pp | 345.32%-310.5pp |
| Employer contribution / active EE | $2,331 | $5,856-60.2% | $5,143-54.7% | $4,762-51.0% |
| Participant deferral / active EE | $4,478 | $5,948-24.7% | $5,198-13.8% | $5,850-23.4% |
| Admin fee / account holder | $20,119 | $17,109+17.6% | $13,954+44.2% | $11,596+73.5% |