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 | $206,287 | $177,572+16.2% | $154,803+33.3% | $142,382+44.9% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.1%-4.4pp | 80.1%-6.4pp |
| Annual return | 12.09% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,020 | $4,810-37.2% | $4,305-29.9% | $4,299-29.8% |
| Participant deferral / active EE | $7,450 | $6,272+18.8% | $5,540+34.5% | $6,507+14.5% |
| Admin fee / account holder | $16,931 | $16,786+0.9% | $14,329+18.2% | $12,624+34.1% |