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 | $156,424 | $183,963-15.0% | $162,163-3.5% | $152,861+2.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 20.76% | 150.76%-130.0pp | 115.59%-94.8pp | 345.32%-324.6pp |
| Employer contribution / active EE | $13,507 | $6,371+112.0% | $5,614+140.6% | $4,762+183.6% |
| Participant deferral / active EE | $20,094 | $8,034+150.1% | $7,298+175.3% | $5,850+243.5% |
| Admin fee / account holder | $20,445 | $13,121+55.8% | $10,843+88.6% | $11,596+76.3% |