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 | $216,028 | $183,963+17.4% | $162,163+33.2% | $152,861+41.3% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.4%-0.6pp |
| Annual return | 21.77% | 150.76%-129.0pp | 115.59%-93.8pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,369 | $6,371-47.1% | $5,614-40.0% | $4,762-29.2% |
| Participant deferral / active EE | $10,778 | $8,034+34.2% | $7,298+47.7% | $5,850+84.2% |
| Admin fee / account holder | $640 | $13,121-95.1% | $10,843-94.1% | $11,596-94.5% |