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 | $177,850 | $159,901+11.2% | $146,958+21.0% | $145,922+21.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.79% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,181 | $5,286-58.7% | $4,933-55.8% | $4,660-53.2% |
| Participant deferral / active EE | $3,924 | $8,428-53.4% | $8,070-51.4% | $6,688-41.3% |
| Admin fee / account holder | $2,192 | $15,044-85.4% | $12,998-83.1% | $13,397-83.6% |