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 | $191,801 | $198,466-3.4% | $170,442+12.5% | $147,584+30.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 24.05% | 257.29%-233.2pp | 205.93%-181.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $3,055 | $6,184-50.6% | $5,433-43.8% | $4,876-37.3% |
| Participant deferral / active EE | $6,204 | $5,629+10.2% | $4,939+25.6% | $5,439+14.1% |
| Admin fee / account holder | $1,316 | $16,852-92.2% | $13,880-90.5% | $10,885-87.9% |