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 | $221,535 | $197,591+12.1% | $177,821+24.6% | $158,922+39.4% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.7%-0.8pp | 82.0%+5.0pp |
| Annual return | 19.81% | 58.76%-38.9pp | 48.32%-28.5pp | 302.83%-283.0pp |
| Employer contribution / active EE | $4,823 | $6,697-28.0% | $5,918-18.5% | $4,761+1.3% |
| Participant deferral / active EE | $14,988 | $8,405+78.3% | $7,714+94.3% | $5,982+150.5% |
| Admin fee / account holder | $3,159 | $15,399-79.5% | $12,427-74.6% | $11,246-71.9% |