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 | $154,228+20.3% | $145,433+27.6% | $137,256+35.2% |
| Participation rate | 76.2% | 83.8%-7.6pp | 82.1%-5.9pp | 80.0%-3.8pp |
| Annual return | 13.51% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,976 | $4,804-58.9% | $4,554-56.6% | $4,156-52.4% |
| Participant deferral / active EE | $4,911 | $8,216-40.2% | $7,897-37.8% | $6,407-23.3% |
| Admin fee / account holder | $17,839 | $14,344+24.4% | $13,129+35.9% | $12,270+45.4% |