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 | $179,412 | $175,202+2.4% | $149,673+19.9% | $139,434+28.7% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 12.32% | 166.71%-154.4pp | 134.42%-122.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,140 | $5,474-42.6% | $4,818-34.8% | $4,751-33.9% |
| Participant deferral / active EE | $2,674 | $6,519-59.0% | $5,680-52.9% | $6,710-60.1% |
| Admin fee / account holder | $18,451 | $16,150+14.2% | $13,210+39.7% | $11,403+61.8% |