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 | $215,825 | $217,402-0.7% | $185,823+16.1% | $167,490+28.9% |
| Participation rate | 78.3% | 86.0%-7.8pp | 81.7%-3.4pp | 82.1%-3.8pp |
| Annual return | 14.61% | 148.36%-133.8pp | 122.05%-107.4pp | 478.56%-464.0pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,155 | $6,356-3.2% | $5,568+10.6% | $6,341-2.9% |
| Admin fee / account holder | $21,659 | $19,811+9.3% | $16,237+33.4% | $12,309+76.0% |