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 | $209,580 | $183,519+14.2% | $155,509+34.8% | $145,922+43.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.59% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,821 | $5,313-65.7% | $4,672-61.0% | $4,660-60.9% |
| Participant deferral / active EE | $4,196 | $6,462-35.1% | $5,626-25.4% | $6,688-37.3% |
| Admin fee / account holder | $1,807 | $19,313-90.6% | $15,912-88.6% | $13,397-86.5% |