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 | $207,988 | $159,602+30.3% | $150,045+38.6% | $142,382+46.1% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 22.69% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,772 | $4,961-64.3% | $4,693-62.2% | $4,299-58.8% |
| Participant deferral / active EE | $5,147 | $8,310-38.1% | $7,997-35.6% | $6,507-20.9% |
| Admin fee / account holder | $11,637 | $14,846-21.6% | $13,435-13.4% | $12,624-7.8% |