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 | $206,114 | $114,381+80.2% | $107,525+91.7% | $142,382+44.8% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 15.19% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,614 | $4,015-34.9% | $3,754-30.3% | $4,299-39.2% |
| Participant deferral / active EE | $11,089 | $5,564+99.3% | $5,116+116.8% | $6,507+70.4% |
| Admin fee / account holder | $5,714 | $9,860-42.1% | $8,919-35.9% | $12,624-54.7% |