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 | $214,770 | $165,335+29.9% | $149,696+43.5% | $158,922+35.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.34% | 348.15%-329.8pp | 276.60%-258.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,950 | $5,103-42.2% | $4,644-36.5% | $4,761-38.0% |
| Participant deferral / active EE | $9,118 | $7,181+27.0% | $6,842+33.3% | $5,982+52.4% |
| Admin fee / account holder | $1,468 | $10,807-86.4% | $9,309-84.2% | $11,246-86.9% |