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 | $214,786 | $162,781+31.9% | $133,956+60.3% | $158,922+35.2% |
| Participation rate | 73.3% | 83.2%-9.9pp | 79.8%-6.5pp | 82.0%-8.6pp |
| Annual return | 18.17% | 41.94%-23.8pp | 45.09%-26.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $3,144 | $4,975-36.8% | $3,919-19.8% | $4,761-34.0% |
| Participant deferral / active EE | $2,596 | $5,911-56.1% | $5,048-48.6% | $5,982-56.6% |
| Admin fee / account holder | $8,197 | $11,736-30.2% | $8,927-8.2% | $11,246-27.1% |