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 | $236,452 | $165,335+43.0% | $149,696+58.0% | $158,922+48.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 12.89% | 348.15%-335.3pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,908 | $5,103-43.0% | $4,644-37.4% | $4,761-38.9% |
| Participant deferral / active EE | $6,261 | $7,181-12.8% | $6,842-8.5% | $5,982+4.7% |
| Admin fee / account holder | $3,057 | $10,807-71.7% | $9,309-67.2% | $11,246-72.8% |