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 | $196,833 | $217,402-9.5% | $185,823+5.9% | $167,490+17.5% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 9.37% | 148.36%-139.0pp | 122.05%-112.7pp | 478.56%-469.2pp |
| Employer contribution / active EE | $2,253 | $5,873-61.6% | $5,167-56.4% | $4,837-53.4% |
| Participant deferral / active EE | $8,482 | $6,356+33.4% | $5,568+52.3% | $6,341+33.8% |
| Admin fee / account holder | $1,623 | $19,811-91.8% | $16,237-90.0% | $12,309-86.8% |