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 | $193,787 | $202,318-4.2% | $172,739+12.2% | $152,861+26.8% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 18.16% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,371 | $5,856-59.5% | $5,143-53.9% | $4,762-50.2% |
| Participant deferral / active EE | $7,658 | $5,948+28.8% | $5,198+47.3% | $5,850+30.9% |
| Admin fee / account holder | $17,030 | $17,109-0.5% | $13,954+22.0% | $11,596+46.9% |