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 | $240,079 | $197,591+21.5% | $177,821+35.0% | $158,922+51.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 8.72% | 58.76%-50.0pp | 48.32%-39.6pp | 302.83%-294.1pp |
| Employer contribution / active EE | $2,123 | $6,697-68.3% | $5,918-64.1% | $4,761-55.4% |
| Participant deferral / active EE | $7,057 | $8,405-16.0% | $7,714-8.5% | $5,982+18.0% |
| Admin fee / account holder | $33,446 | $15,399+117.2% | $12,427+169.1% | $11,246+197.4% |