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 | $216,818 | $177,572+22.1% | $154,803+40.1% | $142,382+52.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.81% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,565 | $4,810-25.9% | $4,305-17.2% | $4,299-17.1% |
| Participant deferral / active EE | $8,533 | $6,272+36.1% | $5,540+54.0% | $6,507+31.1% |
| Admin fee / account holder | $2,536 | $16,786-84.9% | $14,329-82.3% | $12,624-79.9% |