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 | $247,808 | $175,202+41.4% | $149,673+65.6% | $139,434+77.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.09% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,246 | $5,474-59.0% | $4,818-53.4% | $4,751-52.7% |
| Participant deferral / active EE | $6,032 | $6,519-7.5% | $5,680+6.2% | $6,710-10.1% |
| Admin fee / account holder | $816 | $16,150-94.9% | $13,210-93.8% | $11,403-92.8% |