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 | $207,349 | $197,591+4.9% | $177,821+16.6% | $158,922+30.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 15.70% | 58.76%-43.1pp | 48.32%-32.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,703 | $6,697-74.6% | $5,918-71.2% | $4,761-64.2% |
| Participant deferral / active EE | $7,862 | $8,405-6.5% | $7,714+1.9% | $5,982+31.4% |
| Admin fee / account holder | $1,659 | $15,399-89.2% | $12,427-86.7% | $11,246-85.3% |