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 | $219,048 | $177,572+23.4% | $154,803+41.5% | $142,382+53.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 15.84% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $8,082 | $4,810+68.0% | $4,305+87.7% | $4,299+88.0% |
| Participant deferral / active EE | $4,914 | $6,272-21.6% | $5,540-11.3% | $6,507-24.5% |
| Admin fee / account holder | $1,346 | $16,786-92.0% | $14,329-90.6% | $12,624-89.3% |