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 | $192,406 | $183,592+4.8% | $155,567+23.7% | $145,959+31.8% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 20.67% | 61.24%-40.6pp | 64.74%-44.1pp | 561.95%-541.3pp |
| Employer contribution / active EE | $1,804 | $5,315-66.1% | $4,674-61.4% | $4,661-61.3% |
| Participant deferral / active EE | $5,247 | $6,464-18.8% | $5,628-6.8% | $6,689-21.5% |
| Admin fee / account holder | $1,696 | $19,318-91.2% | $15,916-89.3% | $13,398-87.3% |