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 | $175,573 | $114,381+53.5% | $107,525+63.3% | $142,382+23.3% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 14.08% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,243 | $4,015+5.7% | $3,754+13.0% | $4,299-1.3% |
| Participant deferral / active EE | $8,257 | $5,564+48.4% | $5,116+61.4% | $6,507+26.9% |
| Admin fee / account holder | $9,210 | $9,860-6.6% | $8,919+3.3% | $12,624-27.0% |