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 | $245,870 | $165,335+48.7% | $149,696+64.2% | $158,922+54.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 11.22% | 348.15%-336.9pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,789 | $5,103-45.4% | $4,644-40.0% | $4,761-41.4% |
| Participant deferral / active EE | $9,469 | $7,181+31.9% | $6,842+38.4% | $5,982+58.3% |
| Admin fee / account holder | $8,602 | $10,807-20.4% | $9,309-7.6% | $11,246-23.5% |