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 | $218,727 | $165,335+32.3% | $149,696+46.1% | $158,922+37.6% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 15.58% | 348.15%-332.6pp | 276.60%-261.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,643 | $5,103-48.2% | $4,644-43.1% | $4,761-44.5% |
| Participant deferral / active EE | $8,455 | $7,181+17.7% | $6,842+23.6% | $5,982+41.3% |
| Admin fee / account holder | $4,838 | $10,807-55.2% | $9,309-48.0% | $11,246-57.0% |