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 | $205,715 | $198,466+3.7% | $170,442+20.7% | $147,584+39.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 10.93% | 257.29%-246.4pp | 205.93%-195.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,800 | $5,629-50.3% | $4,939-43.3% | $5,439-48.5% |
| Admin fee / account holder | $2,393 | $16,852-85.8% | $13,880-82.8% | $10,885-78.0% |