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 | $159,226 | $214,378-25.7% | $200,582-20.6% | $142,382+11.8% |
| Participation rate | 73.3% | 87.4%-14.1pp | 86.9%-13.6pp | 80.1%-6.8pp |
| Annual return | 24.99% | 46.41%-21.4pp | 42.33%-17.3pp | 217.08%-192.1pp |
| Employer contribution / active EE | $8,042 | $6,841+17.5% | $6,419+25.3% | $4,299+87.1% |
| Participant deferral / active EE | $7,093 | $9,865-28.1% | $9,331-24.0% | $6,507+9.0% |
| Admin fee / account holder | $20,863 | $17,692+17.9% | $16,305+28.0% | $12,624+65.3% |