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 | $234,797 | $178,174+31.8% | $156,181+50.3% | $137,256+71.1% |
| Participation rate | 73.9% | 82.0%-8.1pp | 78.8%-4.9pp | 80.0%-6.0pp |
| Annual return | 16.71% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,795 | $4,972-63.9% | $4,294-58.2% | $4,156-56.8% |
| Participant deferral / active EE | $3,962 | $6,888-42.5% | $6,132-35.4% | $6,407-38.2% |
| Admin fee / account holder | $5,054 | $17,404-71.0% | $14,586-65.4% | $12,270-58.8% |