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 | $247,903 | $144,119+72.0% | $117,854+110.3% | $147,584+68.0% |
| Participation rate | 78.6% | 83.4%-4.8pp | 79.7%-1.1pp | 82.8%-4.3pp |
| Annual return | 11.14% | 531.15%-520.0pp | 335.08%-323.9pp | 578.55%-567.4pp |
| Employer contribution / active EE | $2,161 | $4,896-55.9% | $3,786-42.9% | $4,876-55.7% |
| Participant deferral / active EE | $6,310 | $5,316+18.7% | $4,482+40.8% | $5,439+16.0% |
| Admin fee / account holder | $884 | $10,886-91.9% | $8,020-89.0% | $10,885-91.9% |