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 | $175,175 | $198,466-11.7% | $170,442+2.8% | $147,584+18.7% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 21.67% | 257.29%-235.6pp | 205.93%-184.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $7,100 | $6,184+14.8% | $5,433+30.7% | $4,876+45.6% |
| Participant deferral / active EE | $3,376 | $5,629-40.0% | $4,939-31.7% | $5,439-37.9% |
| Admin fee / account holder | $598 | $16,852-96.5% | $13,880-95.7% | $10,885-94.5% |