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 | $201,793 | $159,901+26.2% | $146,958+37.3% | $145,922+38.3% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 12.46% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,467 | $5,286-53.3% | $4,933-50.0% | $4,660-47.1% |
| Participant deferral / active EE | $10,813 | $8,428+28.3% | $8,070+34.0% | $6,688+61.7% |
| Admin fee / account holder | $17,127 | $15,044+13.8% | $12,998+31.8% | $13,397+27.8% |