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 | $206,581 | $148,534+39.1% | $135,903+52.0% | $139,434+48.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.45% | 79.19%-62.7pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,440 | $5,243-72.5% | $4,856-70.3% | $4,751-69.7% |
| Participant deferral / active EE | $10,746 | $8,100+32.7% | $7,758+38.5% | $6,710+60.1% |
| Admin fee / account holder | $679 | $12,400-94.5% | $10,762-93.7% | $11,403-94.0% |