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 | $210,979 | $144,119+46.4% | $117,854+79.0% | $147,584+43.0% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 13.21% | 531.15%-517.9pp | 335.08%-321.9pp | 578.55%-565.3pp |
| Employer contribution / active EE | $4,437 | $4,896-9.4% | $3,786+17.2% | $4,876-9.0% |
| Participant deferral / active EE | $11,033 | $5,316+107.6% | $4,482+146.2% | $5,439+102.9% |
| Admin fee / account holder | $1,511 | $10,886-86.1% | $8,020-81.2% | $10,885-86.1% |