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 | $215,053 | $176,056+22.2% | $159,436+34.9% | $167,490+28.4% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 17.40% | 331.75%-314.4pp | 263.57%-246.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $3,246 | $5,297-38.7% | $4,829-32.8% | $4,837-32.9% |
| Participant deferral / active EE | $8,041 | $7,750+3.7% | $7,352+9.4% | $6,341+26.8% |
| Admin fee / account holder | $1,785 | $12,554-85.8% | $10,799-83.5% | $12,309-85.5% |