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 | $190,235 | $178,174+6.8% | $156,181+21.8% | $137,256+38.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 17.78% | 84.19%-66.4pp | 64.87%-47.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,176 | $4,972-36.1% | $4,294-26.0% | $4,156-23.6% |
| Participant deferral / active EE | $7,082 | $6,888+2.8% | $6,132+15.5% | $6,407+10.5% |
| Admin fee / account holder | $6,049 | $17,404-65.2% | $14,586-58.5% | $12,270-50.7% |