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 | $216,977 | $198,466+9.3% | $170,442+27.3% | $147,584+47.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 17.95% | 257.29%-239.3pp | 205.93%-188.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,193 | $6,184-64.5% | $5,433-59.6% | $4,876-55.0% |
| Participant deferral / active EE | $9,363 | $5,629+66.3% | $4,939+89.5% | $5,439+72.2% |
| Admin fee / account holder | $3,392 | $16,852-79.9% | $13,880-75.6% | $10,885-68.8% |