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 | $203,366 | $165,335+23.0% | $149,696+35.9% | $158,922+28.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 20.23% | 348.15%-327.9pp | 276.60%-256.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,619 | $5,103-48.7% | $4,644-43.6% | $4,761-45.0% |
| Participant deferral / active EE | $13,342 | $7,181+85.8% | $6,842+95.0% | $5,982+123.0% |
| Admin fee / account holder | $22,470 | $10,807+107.9% | $9,309+141.4% | $11,246+99.8% |