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 | $226,829 | $185,822+22.1% | $169,993+33.4% | $139,434+62.7% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 20.37% | 60.50%-40.1pp | 53.37%-33.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $3,755 | $7,590-50.5% | $6,785-44.7% | $4,751-21.0% |
| Participant deferral / active EE | $17,148 | $11,622+47.5% | $10,408+64.8% | $6,710+155.5% |
| Admin fee / account holder | $1,450 | $15,381-90.6% | $12,815-88.7% | $11,403-87.3% |