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 | $177,572+18.9% | $154,803+36.3% | $142,382+48.2% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 15.83% | 65.07%-49.2pp | 58.88%-43.1pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,717 | $4,810-43.5% | $4,305-36.9% | $4,299-36.8% |
| Participant deferral / active EE | $7,979 | $6,272+27.2% | $5,540+44.0% | $6,507+22.6% |
| Admin fee / account holder | $894 | $16,786-94.7% | $14,329-93.8% | $12,624-92.9% |