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 | $194,700 | $163,101+19.4% | $136,749+42.4% | $142,382+36.7% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 15.91% | 27.54%-11.6pp | 24.33%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,983 | $4,117-51.8% | $3,400-41.7% | $4,299-53.9% |
| Participant deferral / active EE | $5,054 | $5,585-9.5% | $4,692+7.7% | $6,507-22.3% |
| Admin fee / account holder | $1,320 | $14,318-90.8% | $11,386-88.4% | $12,624-89.5% |