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 | $199,369 | $172,111+15.8% | $150,298+32.6% | $137,256+45.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 12.93% | 69.37%-56.4pp | 62.79%-49.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $15,498 | $4,636+234.3% | $4,154+273.1% | $4,156+272.9% |
| Participant deferral / active EE | $9,499 | $6,166+54.1% | $5,453+74.2% | $6,407+48.3% |
| Admin fee / account holder | $80,731 | $16,471+390.1% | $14,116+471.9% | $12,270+557.9% |