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 | $238,568 | $175,202+36.2% | $149,673+59.4% | $139,434+71.1% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 17.50% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,240 | $5,474-40.8% | $4,818-32.8% | $4,751-31.8% |
| Participant deferral / active EE | $7,620 | $6,519+16.9% | $5,680+34.1% | $6,710+13.6% |
| Admin fee / account holder | $4,910 | $16,150-69.6% | $13,210-62.8% | $11,403-56.9% |