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 | $208,535 | $209,411-0.4% | $178,490+16.8% | $158,922+31.2% |
| Participation rate | 70.6% | 86.3%-15.8pp | 81.9%-11.3pp | 82.0%-11.4pp |
| Annual return | 10.64% | 188.75%-178.1pp | 151.07%-140.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,744 | $5,706-69.4% | $5,011-65.2% | $4,761-63.4% |
| Participant deferral / active EE | $3,548 | $5,954-40.4% | $5,202-31.8% | $5,982-40.7% |
| Admin fee / account holder | $6,043 | $17,074-64.6% | $13,984-56.8% | $11,246-46.3% |