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 | $218,894 | $165,335+32.4% | $149,696+46.2% | $158,922+37.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 21.89% | 348.15%-326.3pp | 276.60%-254.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $3,774 | $5,103-26.0% | $4,644-18.7% | $4,761-20.7% |
| Participant deferral / active EE | $6,549 | $7,181-8.8% | $6,842-4.3% | $5,982+9.5% |
| Admin fee / account holder | $1,501 | $10,807-86.1% | $9,309-83.9% | $11,246-86.7% |