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 | $204,768 | $217,402-5.8% | $185,823+10.2% | $167,490+22.3% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 13.12% | 148.36%-135.2pp | 122.05%-108.9pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,672 | $5,873-54.5% | $5,167-48.3% | $4,837-44.8% |
| Participant deferral / active EE | $7,107 | $6,356+11.8% | $5,568+27.6% | $6,341+12.1% |
| Admin fee / account holder | $440 | $19,811-97.8% | $16,237-97.3% | $12,309-96.4% |