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 | $222,606 | $227,553-2.2% | $189,557+17.4% | $167,490+32.9% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 14.55% | 78.40%-63.8pp | 64.17%-49.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,678 | $5,316-49.6% | $4,412-39.3% | $4,837-44.6% |
| Participant deferral / active EE | $12,229 | $7,002+74.7% | $6,174+98.1% | $6,341+92.9% |
| Admin fee / account holder | $29,006 | $11,878+144.2% | $9,807+195.8% | $12,309+135.6% |