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 | $209,362 | $165,984+26.1% | $164,813+27.0% | $145,922+43.5% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 14.12% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,499 | $5,273-52.6% | $4,341-42.4% | $4,660-46.4% |
| Participant deferral / active EE | $8,027 | $6,959+15.4% | $6,031+33.1% | $6,688+20.0% |
| Admin fee / account holder | $2,479 | $16,648-85.1% | $12,690-80.5% | $13,397-81.5% |