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 | $178,983 | $197,591-9.4% | $177,821+0.7% | $158,922+12.6% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 13.15% | 58.76%-45.6pp | 48.32%-35.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $8,318 | $6,697+24.2% | $5,918+40.6% | $4,761+74.7% |
| Participant deferral / active EE | $10,339 | $8,405+23.0% | $7,714+34.0% | $5,982+72.8% |
| Admin fee / account holder | $1,347 | $15,399-91.3% | $12,427-89.2% | $11,246-88.0% |