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 | $249,631 | $177,572+40.6% | $154,803+61.3% | $142,382+75.3% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 17.61% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,992 | $4,810-58.6% | $4,305-53.7% | $4,299-53.7% |
| Participant deferral / active EE | $7,089 | $6,272+13.0% | $5,540+28.0% | $6,507+8.9% |
| Admin fee / account holder | $2,141 | $16,786-87.2% | $14,329-85.1% | $12,624-83.0% |