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 | $223,301 | $183,592+21.6% | $155,567+43.5% | $145,959+53.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.03% | 61.24%-52.2pp | 64.74%-55.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $4,779 | $5,315-10.1% | $4,674+2.2% | $4,661+2.5% |
| Participant deferral / active EE | $11,500 | $6,464+77.9% | $5,628+104.3% | $6,689+71.9% |
| Admin fee / account holder | $845 | $19,318-95.6% | $15,916-94.7% | $13,398-93.7% |