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 | $248,062 | $165,335+50.0% | $149,696+65.7% | $158,922+56.1% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 9.18% | 348.15%-339.0pp | 276.60%-267.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $3,515 | $5,103-31.1% | $4,644-24.3% | $4,761-26.2% |
| Participant deferral / active EE | $8,791 | $7,181+22.4% | $6,842+28.5% | $5,982+47.0% |
| Admin fee / account holder | $54,668 | $10,807+405.9% | $9,309+487.3% | $11,246+386.1% |