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 | $216,010 | $198,466+8.8% | $170,442+26.7% | $147,584+46.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 13.60% | 257.29%-243.7pp | 205.93%-192.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $4,406 | $6,184-28.8% | $5,433-18.9% | $4,876-9.7% |
| Participant deferral / active EE | $4,505 | $5,629-20.0% | $4,939-8.8% | $5,439-17.2% |
| Admin fee / account holder | $1,189 | $16,852-92.9% | $13,880-91.4% | $10,885-89.1% |