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 | $249,377 | $178,174+40.0% | $156,181+59.7% | $137,256+81.7% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.8%-8.8pp | 80.0%-10.0pp |
| Annual return | 43.96% | 84.19%-40.2pp | 64.87%-20.9pp | 220.34%-176.4pp |
| Employer contribution / active EE | $3,309 | $4,972-33.4% | $4,294-22.9% | $4,156-20.4% |
| Participant deferral / active EE | $7,076 | $6,888+2.7% | $6,132+15.4% | $6,407+10.4% |
| Admin fee / account holder | $1,769 | $17,404-89.8% | $14,586-87.9% | $12,270-85.6% |