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 | $197,316 | $209,411-5.8% | $178,490+10.5% | $158,922+24.2% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 20.32% | 188.75%-168.4pp | 151.07%-130.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,300 | $5,706-59.7% | $5,011-54.1% | $4,761-51.7% |
| Participant deferral / active EE | $8,208 | $5,954+37.9% | $5,202+57.8% | $5,982+37.2% |
| Admin fee / account holder | $2,764 | $17,074-83.8% | $13,984-80.2% | $11,246-75.4% |