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 | $233,154 | $209,411+11.3% | $178,490+30.6% | $158,922+46.7% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 28.90% | 188.75%-159.9pp | 151.07%-122.2pp | 302.83%-273.9pp |
| Employer contribution / active EE | $2,923 | $5,706-48.8% | $5,011-41.7% | $4,761-38.6% |
| Participant deferral / active EE | $11,140 | $5,954+87.1% | $5,202+114.2% | $5,982+86.2% |
| Admin fee / account holder | $9,330 | $17,074-45.4% | $13,984-33.3% | $11,246-17.0% |