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 | $217,498 | $165,335+31.5% | $149,696+45.3% | $158,922+36.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.59% | 348.15%-335.6pp | 276.60%-264.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,067 | $5,103-59.5% | $4,644-55.5% | $4,761-56.6% |
| Participant deferral / active EE | $2,611 | $7,181-63.6% | $6,842-61.8% | $5,982-56.4% |
| Admin fee / account holder | $6,486 | $10,807-40.0% | $9,309-30.3% | $11,246-42.3% |