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 | $192,705 | $148,534+29.7% | $135,903+41.8% | $139,434+38.2% |
| Participation rate | 76.2% | 83.9%-7.7pp | 81.9%-5.7pp | 80.3%-4.1pp |
| Annual return | 16.36% | 79.19%-62.8pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,259 | $5,243-37.8% | $4,856-32.9% | $4,751-31.4% |
| Participant deferral / active EE | $11,095 | $8,100+37.0% | $7,758+43.0% | $6,710+65.3% |
| Admin fee / account holder | $35,065 | $12,400+182.8% | $10,762+225.8% | $11,403+207.5% |