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 | $218,970 | $217,402+0.7% | $185,823+17.8% | $167,490+30.7% |
| Participation rate | 79.2% | 86.0%-6.9pp | 81.7%-2.5pp | 82.1%-2.9pp |
| Annual return | 15.04% | 148.36%-133.3pp | 122.05%-107.0pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,464 | $5,873-58.0% | $5,167-52.3% | $4,837-49.1% |
| Participant deferral / active EE | $6,240 | $6,356-1.8% | $5,568+12.1% | $6,341-1.6% |
| Admin fee / account holder | $386 | $19,811-98.1% | $16,237-97.6% | $12,309-96.9% |