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 | $241,117 | $178,174+35.3% | $156,181+54.4% | $137,256+75.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 20.67% | 84.19%-63.5pp | 64.87%-44.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,868 | $4,972-42.3% | $4,294-33.2% | $4,156-31.0% |
| Participant deferral / active EE | $7,213 | $6,888+4.7% | $6,132+17.6% | $6,407+12.6% |
| Admin fee / account holder | $825 | $17,404-95.3% | $14,586-94.3% | $12,270-93.3% |