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 | $225,558 | $159,934+41.0% | $147,005+53.4% | $145,959+54.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 20.94% | 98.24%-77.3pp | 418.76%-397.8pp | 561.95%-541.0pp |
| Employer contribution / active EE | $2,004 | $5,287-62.1% | $4,934-59.4% | $4,661-57.0% |
| Participant deferral / active EE | $5,466 | $8,427-35.1% | $8,070-32.3% | $6,689-18.3% |
| Admin fee / account holder | $650 | $15,053-95.7% | $13,006-95.0% | $13,398-95.1% |