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 | $191,082 | $181,894+5.1% | $156,549+22.1% | $273,961-30.3% |
| Participation rate | 73.7% | 88.4%-14.7pp | 84.0%-10.3pp | 83.0%-9.3pp |
| Annual return | 8.35% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,681 | $6,248-41.1% | $5,501-33.1% | $4,869-24.4% |
| Participant deferral / active EE | $7,788 | $5,550+40.3% | $4,871+59.9% | $5,287+47.3% |
| Admin fee / account holder | $681 | $15,559-95.6% | $13,027-94.8% | $10,132-93.3% |