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 | $218,198 | $175,202+24.5% | $149,673+45.8% | $139,434+56.5% |
| Participation rate | 78.3% | 83.4%-5.1pp | 78.8%-0.5pp | 80.3%-2.1pp |
| Annual return | 17.01% | 166.71%-149.7pp | 134.42%-117.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $11,588 | $5,474+111.7% | $4,818+140.5% | $4,751+143.9% |
| Participant deferral / active EE | $12,335 | $6,519+89.2% | $5,680+117.2% | $6,710+83.8% |
| Admin fee / account holder | $29,629 | $16,150+83.5% | $13,210+124.3% | $11,403+159.8% |