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 | $186,490 | $159,602+16.8% | $150,045+24.3% | $142,382+31.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 18.62% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,633 | $4,961-46.9% | $4,693-43.9% | $4,299-38.8% |
| Participant deferral / active EE | $6,841 | $8,310-17.7% | $7,997-14.5% | $6,507+5.1% |
| Admin fee / account holder | $800 | $14,846-94.6% | $13,435-94.0% | $12,624-93.7% |