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 | $207,368 | $159,934+29.7% | $147,005+41.1% | $145,959+42.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.45% | 98.24%-82.8pp | 418.76%-403.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $5,754 | $5,287+8.8% | $4,934+16.6% | $4,661+23.4% |
| Participant deferral / active EE | $9,968 | $8,427+18.3% | $8,070+23.5% | $6,689+49.0% |
| Admin fee / account holder | $8,294 | $15,053-44.9% | $13,006-36.2% | $13,398-38.1% |