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 | $223,005 | $165,335+34.9% | $149,696+49.0% | $158,922+40.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 9.04% | 348.15%-339.1pp | 276.60%-267.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $3,317 | $5,103-35.0% | $4,644-28.6% | $4,761-30.3% |
| Participant deferral / active EE | $4,708 | $7,181-34.4% | $6,842-31.2% | $5,982-21.3% |
| Admin fee / account holder | $1,930 | $10,807-82.1% | $9,309-79.3% | $11,246-82.8% |