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 | $204,645 | $148,534+37.8% | $135,903+50.6% | $139,434+46.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.17% | 79.19%-57.0pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $7,581 | $5,243+44.6% | $4,856+56.1% | $4,751+59.6% |
| Participant deferral / active EE | $7,300 | $8,100-9.9% | $7,758-5.9% | $6,710+8.8% |
| Admin fee / account holder | $1,524 | $12,400-87.7% | $10,762-85.8% | $11,403-86.6% |