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 | $197,952 | $209,411-5.5% | $178,490+10.9% | $158,922+24.6% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 27.58% | 188.75%-161.2pp | 151.07%-123.5pp | 302.83%-275.2pp |
| Employer contribution / active EE | $4,957 | $5,706-13.1% | $5,011-1.1% | $4,761+4.1% |
| Participant deferral / active EE | $12,521 | $5,954+110.3% | $5,202+140.7% | $5,982+109.3% |
| Admin fee / account holder | $1,168 | $17,074-93.2% | $13,984-91.6% | $11,246-89.6% |