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 | $193,663 | $157,256+23.2% | $141,162+37.2% | $152,861+26.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 17.27% | 64.32%-47.0pp | 71.39%-54.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $4,746 | $5,261-9.8% | $4,735+0.2% | $4,762-0.3% |
| Participant deferral / active EE | $11,453 | $7,109+61.1% | $6,709+70.7% | $5,850+95.8% |
| Admin fee / account holder | $18,908 | $12,120+56.0% | $10,261+84.3% | $11,596+63.1% |