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 | $205,327 | $177,572+15.6% | $154,803+32.6% | $142,382+44.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 24.92% | 65.07%-40.2pp | 58.88%-34.0pp | 217.08%-192.2pp |
| Employer contribution / active EE | $5,606 | $4,810+16.5% | $4,305+30.2% | $4,299+30.4% |
| Participant deferral / active EE | $11,166 | $6,272+78.0% | $5,540+101.5% | $6,507+71.6% |
| Admin fee / account holder | $1,089 | $16,786-93.5% | $14,329-92.4% | $12,624-91.4% |