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 | $211,063 | $172,111+22.6% | $150,298+40.4% | $137,256+53.8% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 15.83% | 69.37%-53.5pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,717 | $4,636-41.4% | $4,154-34.6% | $4,156-34.6% |
| Participant deferral / active EE | $7,979 | $6,166+29.4% | $5,453+46.3% | $6,407+24.5% |
| Admin fee / account holder | $894 | $16,471-94.6% | $14,116-93.7% | $12,270-92.7% |