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 | $248,149 | $154,228+60.9% | $145,433+70.6% | $137,256+80.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 16.52% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,786 | $4,804-21.2% | $4,554-16.9% | $4,156-8.9% |
| Participant deferral / active EE | $11,868 | $8,216+44.4% | $7,897+50.3% | $6,407+85.2% |
| Admin fee / account holder | $1,179 | $14,344-91.8% | $13,129-91.0% | $12,270-90.4% |