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 | $197,365 | $217,402-9.2% | $185,823+6.2% | $167,490+17.8% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 32.35% | 148.36%-116.0pp | 122.05%-89.7pp | 478.56%-446.2pp |
| Employer contribution / active EE | $2,907 | $5,873-50.5% | $5,167-43.7% | $4,837-39.9% |
| Participant deferral / active EE | $6,368 | $6,356+0.2% | $5,568+14.4% | $6,341+0.4% |
| Admin fee / account holder | $6,721 | $19,811-66.1% | $16,237-58.6% | $12,309-45.4% |