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 | $223,975 | $176,056+27.2% | $159,436+40.5% | $167,490+33.7% |
| Participation rate | 81.0% | 84.9%-4.0pp | 82.8%-1.9pp | 82.1%-1.2pp |
| Annual return | 15.92% | 331.75%-315.8pp | 263.57%-247.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,843 | $5,297-46.3% | $4,829-41.1% | $4,837-41.2% |
| Participant deferral / active EE | $8,254 | $7,750+6.5% | $7,352+12.3% | $6,341+30.2% |
| Admin fee / account holder | $1,338 | $12,554-89.3% | $10,799-87.6% | $12,309-89.1% |