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 | $242,424 | $176,056+37.7% | $159,436+52.1% | $167,490+44.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 16.10% | 331.75%-315.7pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,614 | $5,297-50.7% | $4,829-45.9% | $4,837-46.0% |
| Participant deferral / active EE | $9,844 | $7,750+27.0% | $7,352+33.9% | $6,341+55.2% |
| Admin fee / account holder | $1,036 | $12,554-91.7% | $10,799-90.4% | $12,309-91.6% |