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 | $238,433 | $175,202+36.1% | $149,673+59.3% | $139,434+71.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 23.16% | 166.71%-143.5pp | 134.42%-111.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $5,439 | $5,474-0.6% | $4,818+12.9% | $4,751+14.5% |
| Participant deferral / active EE | $6,482 | $6,519-0.6% | $5,680+14.1% | $6,710-3.4% |
| Admin fee / account holder | $976 | $16,150-94.0% | $13,210-92.6% | $11,403-91.4% |