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 | $233,701 | $176,056+32.7% | $159,436+46.6% | $167,490+39.5% |
| Participation rate | 95.7% | 84.9%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 11.90% | 331.75%-319.9pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $8,121 | $5,297+53.3% | $4,829+68.2% | $4,837+67.9% |
| Participant deferral / active EE | $10,423 | $7,750+34.5% | $7,352+41.8% | $6,341+64.4% |
| Admin fee / account holder | $61,528 | $12,554+390.1% | $10,799+469.8% | $12,309+399.9% |