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 | $219,504 | $202,432+8.4% | $169,368+29.6% | $139,434+57.4% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 14.57% | 531.74%-517.2pp | 405.60%-391.0pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,844 | $4,692-60.7% | $4,013-54.0% | $4,751-61.2% |
| Participant deferral / active EE | $4,998 | $6,938-28.0% | $6,221-19.7% | $6,710-25.5% |
| Admin fee / account holder | $3,657 | $10,708-65.8% | $9,003-59.4% | $11,403-67.9% |