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 | $234,495 | $180,449+30.0% | $154,107+52.2% | $135,375+73.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 2.16% | 888.09%-885.9pp | 735.12%-733.0pp | 519.73%-517.6pp |
| Employer contribution / active EE | $2,314 | $6,035-61.7% | $5,298-56.3% | $4,779-51.6% |
| Participant deferral / active EE | $6,983 | $5,806+20.3% | $5,081+37.5% | $5,609+24.5% |
| Admin fee / account holder | $7,542 | $16,143-53.3% | $13,411-43.8% | $10,827-30.3% |