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 | $238,853 | $159,901+49.4% | $146,958+62.5% | $145,922+63.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.45% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,569 | $5,286-32.5% | $4,933-27.7% | $4,660-23.4% |
| Participant deferral / active EE | $11,834 | $8,428+40.4% | $8,070+46.6% | $6,688+77.0% |
| Admin fee / account holder | $20,597 | $15,044+36.9% | $12,998+58.5% | $13,397+53.7% |