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 | $211,993 | $175,202+21.0% | $149,673+41.6% | $139,434+52.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 22.27% | 166.71%-144.4pp | 134.42%-112.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $4,078 | $5,474-25.5% | $4,818-15.4% | $4,751-14.2% |
| Participant deferral / active EE | $10,838 | $6,519+66.3% | $5,680+90.8% | $6,710+61.5% |
| Admin fee / account holder | $6,082 | $16,150-62.3% | $13,210-54.0% | $11,403-46.7% |