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 | $192,173 | $214,378-10.4% | $200,582-4.2% | $142,382+35.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 12.02% | 46.41%-34.4pp | 42.33%-30.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,281 | $6,841-52.0% | $6,419-48.9% | $4,299-23.7% |
| Participant deferral / active EE | $11,177 | $9,865+13.3% | $9,331+19.8% | $6,507+71.8% |
| Admin fee / account holder | $46,414 | $17,692+162.3% | $16,305+184.7% | $12,624+267.7% |