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 | $213,225 | $175,202+21.7% | $149,673+42.5% | $139,434+52.9% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 13.97% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $4,649 | $5,474-15.1% | $4,818-3.5% | $4,751-2.1% |
| Participant deferral / active EE | $2,669 | $6,519-59.1% | $5,680-53.0% | $6,710-60.2% |
| Admin fee / account holder | $6,558 | $16,150-59.4% | $13,210-50.4% | $11,403-42.5% |