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 | $212,428 | $159,602+33.1% | $150,045+41.6% | $142,382+49.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 15.94% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,627 | $4,961-47.0% | $4,693-44.0% | $4,299-38.9% |
| Participant deferral / active EE | $8,019 | $8,310-3.5% | $7,997+0.3% | $6,507+23.2% |
| Admin fee / account holder | $15,074 | $14,846+1.5% | $13,435+12.2% | $12,624+19.4% |