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 | $184,765 | $175,202+5.5% | $149,673+23.4% | $139,434+32.5% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 17.24% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,616 | $5,474-52.2% | $4,818-45.7% | $4,751-44.9% |
| Participant deferral / active EE | $6,155 | $6,519-5.6% | $5,680+8.4% | $6,710-8.3% |
| Admin fee / account holder | $1,505 | $16,150-90.7% | $13,210-88.6% | $11,403-86.8% |