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 | $187,746 | $159,901+17.4% | $146,958+27.8% | $145,922+28.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.47% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,623 | $5,286-31.5% | $4,933-26.6% | $4,660-22.2% |
| Participant deferral / active EE | $4,529 | $8,428-46.3% | $8,070-43.9% | $6,688-32.3% |
| Admin fee / account holder | $2,271 | $15,044-84.9% | $12,998-82.5% | $13,397-83.1% |