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 | $191,925 | $165,984+15.6% | $164,813+16.5% | $145,922+31.5% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 9.44% | 100.03%-90.6pp | 69.93%-60.5pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,441 | $5,273-53.7% | $4,341-43.8% | $4,660-47.6% |
| Participant deferral / active EE | $3,051 | $6,959-56.2% | $6,031-49.4% | $6,688-54.4% |
| Admin fee / account holder | $1,963 | $16,648-88.2% | $12,690-84.5% | $13,397-85.3% |