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 | $180,871 | $148,534+21.8% | $135,903+33.1% | $139,434+29.7% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 17.42% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,213 | $5,243-38.7% | $4,856-33.8% | $4,751-32.4% |
| Participant deferral / active EE | $8,524 | $8,100+5.2% | $7,758+9.9% | $6,710+27.0% |
| Admin fee / account holder | $1,520 | $12,400-87.7% | $10,762-85.9% | $11,403-86.7% |