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 | $237,414 | $179,726+32.1% | $156,263+51.9% | $142,382+66.7% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 12.84% | 77.86%-65.0pp | 59.47%-46.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,799 | $5,069-44.8% | $4,333-35.4% | $4,299-34.9% |
| Participant deferral / active EE | $3,946 | $6,956-43.3% | $6,158-35.9% | $6,507-39.4% |
| Admin fee / account holder | $3,946 | $17,272-77.2% | $14,255-72.3% | $12,624-68.7% |