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 | $240,209 | $153,772+56.2% | $133,980+79.3% | $273,961-12.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 4.69% | 36.51%-31.8pp | 29.30%-24.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $4,612 | $6,029-23.5% | $5,211-11.5% | $4,869-5.3% |
| Participant deferral / active EE | $14,626 | $6,958+110.2% | $6,282+132.8% | $5,287+176.6% |
| Admin fee / account holder | $1,824 | $11,765-84.5% | $9,324-80.4% | $10,132-82.0% |