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 | $222,482 | $198,466+12.1% | $170,442+30.5% | $147,584+50.7% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 10.85% | 257.29%-246.4pp | 205.93%-195.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,317 | $6,184-78.7% | $5,433-75.8% | $4,876-73.0% |
| Participant deferral / active EE | $10,740 | $5,629+90.8% | $4,939+117.4% | $5,439+97.5% |
| Admin fee / account holder | $1,009 | $16,852-94.0% | $13,880-92.7% | $10,885-90.7% |