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 | $236,587 | $197,591+19.7% | $177,821+33.0% | $158,922+48.9% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.7%-6.5pp | 82.0%-0.7pp |
| Annual return | 14.15% | 58.76%-44.6pp | 48.32%-34.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,812 | $6,697-58.0% | $5,918-52.5% | $4,761-40.9% |
| Participant deferral / active EE | $7,445 | $8,405-11.4% | $7,714-3.5% | $5,982+24.4% |
| Admin fee / account holder | $1,837 | $15,399-88.1% | $12,427-85.2% | $11,246-83.7% |