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 | $194,789 | $148,534+31.1% | $135,903+43.3% | $139,434+39.7% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 35.81% | 79.19%-43.4pp | 68.23%-32.4pp | 372.94%-337.1pp |
| Employer contribution / active EE | $4,294 | $5,243-18.1% | $4,856-11.6% | $4,751-9.6% |
| Participant deferral / active EE | $6,325 | $8,100-21.9% | $7,758-18.5% | $6,710-5.7% |
| Admin fee / account holder | $6,375 | $12,400-48.6% | $10,762-40.8% | $11,403-44.1% |