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 | $199,847 | $183,519+8.9% | $155,509+28.5% | $145,922+37.0% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 10.60% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,492 | $5,313-15.4% | $4,672-3.9% | $4,660-3.6% |
| Participant deferral / active EE | $6,027 | $6,462-6.7% | $5,626+7.1% | $6,688-9.9% |
| Admin fee / account holder | $2,441 | $19,313-87.4% | $15,912-84.7% | $13,397-81.8% |