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 | $185,507 | $159,602+16.2% | $150,045+23.6% | $142,382+30.3% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.3%-6.1pp | 80.1%-3.9pp |
| Annual return | 13.51% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,976 | $4,961-60.2% | $4,693-57.9% | $4,299-54.0% |
| Participant deferral / active EE | $4,911 | $8,310-40.9% | $7,997-38.6% | $6,507-24.5% |
| Admin fee / account holder | $17,839 | $14,846+20.2% | $13,435+32.8% | $12,624+41.3% |