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 | $224,990 | $217,402+3.5% | $185,823+21.1% | $167,490+34.3% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 18.96% | 148.36%-129.4pp | 122.05%-103.1pp | 478.56%-459.6pp |
| Employer contribution / active EE | $3,874 | $5,873-34.0% | $5,167-25.0% | $4,837-19.9% |
| Participant deferral / active EE | $2,773 | $6,356-56.4% | $5,568-50.2% | $6,341-56.3% |
| Admin fee / account holder | $518 | $19,811-97.4% | $16,237-96.8% | $12,309-95.8% |