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 | $181,138 | $159,602+13.5% | $150,045+20.7% | $142,382+27.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 13.34% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,174 | $4,961-56.2% | $4,693-53.7% | $4,299-49.4% |
| Participant deferral / active EE | $12,275 | $8,310+47.7% | $7,997+53.5% | $6,507+88.6% |
| Admin fee / account holder | $254,737 | $14,846+1615.8% | $13,435+1796.1% | $12,624+1917.9% |