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 | $166,020+26.1% | $164,866+27.0% | $145,959+43.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 14.12% | 100.08%-86.0pp | 69.97%-55.9pp | 561.95%-547.8pp |
| Employer contribution / active EE | $2,499 | $5,275-52.6% | $4,343-42.5% | $4,661-46.4% |
| Participant deferral / active EE | $8,027 | $6,961+15.3% | $6,033+33.1% | $6,689+20.0% |
| Admin fee / account holder | $2,479 | $16,644-85.1% | $12,689-80.5% | $13,398-81.5% |