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 | $207,995 | $181,894+14.3% | $156,549+32.9% | $273,961-24.1% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 8.27% | 30.74%-22.5pp | 32.23%-24.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $7,509 | $6,248+20.2% | $5,501+36.5% | $4,869+54.2% |
| Participant deferral / active EE | $6,668 | $5,550+20.2% | $4,871+36.9% | $5,287+26.1% |
| Admin fee / account holder | $3,722 | $15,559-76.1% | $13,027-71.4% | $10,132-63.3% |