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 | $235,573 | $148,534+58.6% | $135,903+73.3% | $139,434+68.9% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 21.09% | 79.19%-58.1pp | 68.23%-47.1pp | 372.94%-351.9pp |
| Employer contribution / active EE | $2,503 | $5,243-52.3% | $4,856-48.5% | $4,751-47.3% |
| Participant deferral / active EE | $5,719 | $8,100-29.4% | $7,758-26.3% | $6,710-14.8% |
| Admin fee / account holder | $1,239 | $12,400-90.0% | $10,762-88.5% | $11,403-89.1% |