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 | $249,172 | $165,335+50.7% | $149,696+66.5% | $158,922+56.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.36% | 348.15%-329.8pp | 276.60%-258.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,387 | $5,103-53.2% | $4,644-48.6% | $4,761-49.9% |
| Participant deferral / active EE | $7,819 | $7,181+8.9% | $6,842+14.3% | $5,982+30.7% |
| Admin fee / account holder | $1,568 | $10,807-85.5% | $9,309-83.2% | $11,246-86.1% |