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 | $226,534 | $217,402+4.2% | $185,823+21.9% | $167,490+35.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.48% | 148.36%-132.9pp | 122.05%-106.6pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,111 | $5,873-64.1% | $5,167-59.2% | $4,837-56.4% |
| Participant deferral / active EE | $5,170 | $6,356-18.7% | $5,568-7.2% | $6,341-18.5% |
| Admin fee / account holder | $3,624 | $19,811-81.7% | $16,237-77.7% | $12,309-70.6% |