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 | $168,962 | $144,119+17.2% | $117,854+43.4% | $147,584+14.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 28.84% | 531.15%-502.3pp | 335.08%-306.2pp | 578.55%-549.7pp |
| Employer contribution / active EE | $3,678 | $4,896-24.9% | $3,786-2.9% | $4,876-24.6% |
| Participant deferral / active EE | $7,235 | $5,316+36.1% | $4,482+61.4% | $5,439+33.0% |
| Admin fee / account holder | $1,664 | $10,886-84.7% | $8,020-79.3% | $10,885-84.7% |