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 | $225,194 | $165,335+36.2% | $149,696+50.4% | $158,922+41.7% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 11.44% | 348.15%-336.7pp | 276.60%-265.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $5,396 | $5,103+5.7% | $4,644+16.2% | $4,761+13.3% |
| Participant deferral / active EE | $15,049 | $7,181+109.6% | $6,842+120.0% | $5,982+151.6% |
| Admin fee / account holder | $740 | $10,807-93.2% | $9,309-92.1% | $11,246-93.4% |