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 | $246,379 | $214,378+14.9% | $200,582+22.8% | $142,382+73.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 19.61% | 46.41%-26.8pp | 42.33%-22.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,947 | $6,841-42.3% | $6,419-38.5% | $4,299-8.2% |
| Participant deferral / active EE | $8,506 | $9,865-13.8% | $9,331-8.8% | $6,507+30.7% |
| Admin fee / account holder | $3,220 | $17,692-81.8% | $16,305-80.3% | $12,624-74.5% |