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 | $217,533 | $183,519+18.5% | $155,509+39.9% | $145,922+49.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 10.70% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,986 | $5,313-25.0% | $4,672-14.7% | $4,660-14.5% |
| Participant deferral / active EE | $6,204 | $6,462-4.0% | $5,626+10.3% | $6,688-7.2% |
| Admin fee / account holder | $2,578 | $19,313-86.7% | $15,912-83.8% | $13,397-80.8% |