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 | $236,770 | $198,466+19.3% | $170,442+38.9% | $147,584+60.4% |
| Participation rate | 82.6% | 88.0%-5.4pp | 83.6%-1.0pp | 82.8%-0.2pp |
| Annual return | 18.68% | 257.29%-238.6pp | 205.93%-187.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,675 | $6,184-56.7% | $5,433-50.8% | $4,876-45.1% |
| Participant deferral / active EE | $6,268 | $5,629+11.3% | $4,939+26.9% | $5,439+15.2% |
| Admin fee / account holder | $852 | $16,852-94.9% | $13,880-93.9% | $10,885-92.2% |