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 | $228,732 | $202,318+13.1% | $172,739+32.4% | $152,861+49.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 12.52% | 1029.65%-1017.1pp | 802.84%-790.3pp | 345.32%-332.8pp |
| Employer contribution / active EE | $2,229 | $5,856-61.9% | $5,143-56.7% | $4,762-53.2% |
| Participant deferral / active EE | $8,622 | $5,948+45.0% | $5,198+65.9% | $5,850+47.4% |
| Admin fee / account holder | $6,417 | $17,109-62.5% | $13,954-54.0% | $11,596-44.7% |