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 | $231,375 | $180,449+28.2% | $154,107+50.1% | $135,375+70.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 1.27% | 888.09%-886.8pp | 735.12%-733.8pp | 519.73%-518.5pp |
| Employer contribution / active EE | $1,688 | $6,035-72.0% | $5,298-68.1% | $4,779-64.7% |
| Participant deferral / active EE | $2,887 | $5,806-50.3% | $5,081-43.2% | $5,609-48.5% |
| Admin fee / account holder | $636 | $16,143-96.1% | $13,411-95.3% | $10,827-94.1% |