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 | $201,879 | $175,202+15.2% | $149,673+34.9% | $139,434+44.8% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 10.71% | 166.71%-156.0pp | 134.42%-123.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $4,585 | $5,474-16.2% | $4,818-4.8% | $4,751-3.5% |
| Participant deferral / active EE | $7,026 | $6,519+7.8% | $5,680+23.7% | $6,710+4.7% |
| Admin fee / account holder | $4,616 | $16,150-71.4% | $13,210-65.1% | $11,403-59.5% |