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 | $225,552 | $214,378+5.2% | $200,582+12.4% | $142,382+58.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 12.48% | 46.41%-33.9pp | 42.33%-29.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,192 | $6,841-68.0% | $6,419-65.8% | $4,299-49.0% |
| Participant deferral / active EE | $6,773 | $9,865-31.3% | $9,331-27.4% | $6,507+4.1% |
| Admin fee / account holder | $11,138 | $17,692-37.0% | $16,305-31.7% | $12,624-11.8% |