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 | $188,915 | $183,519+2.9% | $155,509+21.5% | $145,922+29.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.18% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,522 | $5,313-52.5% | $4,672-46.0% | $4,660-45.9% |
| Participant deferral / active EE | $11,637 | $6,462+80.1% | $5,626+106.8% | $6,688+74.0% |
| Admin fee / account holder | $3,089 | $19,313-84.0% | $15,912-80.6% | $13,397-76.9% |