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 | $191,707 | $144,119+33.0% | $117,854+62.7% | $147,584+29.9% |
| Participation rate | 73.9% | 83.4%-9.5pp | 79.7%-5.7pp | 82.8%-8.9pp |
| Annual return | 37.91% | 531.15%-493.2pp | 335.08%-297.2pp | 578.55%-540.6pp |
| Employer contribution / active EE | $2,718 | $4,896-44.5% | $3,786-28.2% | $4,876-44.3% |
| Participant deferral / active EE | $5,073 | $5,316-4.6% | $4,482+13.2% | $5,439-6.7% |
| Admin fee / account holder | $6,962 | $10,886-36.0% | $8,020-13.2% | $10,885-36.0% |