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 | $240,573 | $144,119+66.9% | $117,854+104.1% | $147,584+63.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 13.89% | 531.15%-517.3pp | 335.08%-321.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $5,031 | $4,896+2.8% | $3,786+32.9% | $4,876+3.2% |
| Participant deferral / active EE | $3,317 | $5,316-37.6% | $4,482-26.0% | $5,439-39.0% |
| Admin fee / account holder | $970 | $10,886-91.1% | $8,020-87.9% | $10,885-91.1% |