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 | $219,418 | $176,056+24.6% | $159,436+37.6% | $167,490+31.0% |
| Participation rate | 95.0% | 84.9%+10.1pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 15.70% | 331.75%-316.0pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $3,200 | $5,297-39.6% | $4,829-33.7% | $4,837-33.8% |
| Participant deferral / active EE | $11,086 | $7,750+43.0% | $7,352+50.8% | $6,341+74.8% |
| Admin fee / account holder | $3,270 | $12,554-73.9% | $10,799-69.7% | $12,309-73.4% |