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 3-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 | $192,647 | $159,602+20.7% | $150,045+28.4% | $142,382+35.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 12.99% | 70.24%-57.2pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $23,569 | $4,961+375.1% | $4,693+402.2% | $4,299+448.2% |
| Participant deferral / active EE | $33,216 | $8,310+299.7% | $7,997+315.4% | $6,507+410.4% |
| Admin fee / account holder | $100,092 | $14,846+574.2% | $13,435+645.0% | $12,624+692.9% |