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 | $206,649 | $202,318+2.1% | $172,739+19.6% | $152,861+35.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 32.95% | 1029.65%-996.7pp | 802.84%-769.9pp | 345.32%-312.4pp |
| Employer contribution / active EE | $6,511 | $5,856+11.2% | $5,143+26.6% | $4,762+36.7% |
| Participant deferral / active EE | $5,549 | $5,948-6.7% | $5,198+6.8% | $5,850-5.1% |
| Admin fee / account holder | $3,101 | $17,109-81.9% | $13,954-77.8% | $11,596-73.3% |