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 | $196,707 | $198,466-0.9% | $170,442+15.4% | $147,584+33.3% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 15.62% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,697 | $6,184-56.4% | $5,433-50.4% | $4,876-44.7% |
| Participant deferral / active EE | $7,460 | $5,629+32.5% | $4,939+51.0% | $5,439+37.2% |
| Admin fee / account holder | $97,610 | $16,852+479.2% | $13,880+603.2% | $10,885+796.7% |