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 | $209,636 | $183,592+14.2% | $155,567+34.8% | $145,959+43.6% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 19.33% | 61.24%-41.9pp | 64.74%-45.4pp | 561.95%-542.6pp |
| Employer contribution / active EE | $2,962 | $5,315-44.3% | $4,674-36.6% | $4,661-36.5% |
| Participant deferral / active EE | $5,185 | $6,464-19.8% | $5,628-7.9% | $6,689-22.5% |
| Admin fee / account holder | $2,093 | $19,318-89.2% | $15,916-86.9% | $13,398-84.4% |