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 | $227,366 | $201,272+13.0% | $184,203+23.4% | $145,922+55.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 9.94% | 29.00%-19.1pp | 28.81%-18.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,018 | $7,022-57.0% | $6,427-53.0% | $4,660-35.2% |
| Participant deferral / active EE | $7,618 | $9,806-22.3% | $9,131-16.6% | $6,688+13.9% |
| Admin fee / account holder | $1,148 | $16,364-93.0% | $13,901-91.7% | $13,397-91.4% |