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 | $235,723 | $214,378+10.0% | $200,582+17.5% | $142,382+65.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 16.92% | 46.41%-29.5pp | 42.33%-25.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,085 | $6,841-25.7% | $6,419-20.8% | $4,299+18.3% |
| Participant deferral / active EE | $7,047 | $9,865-28.6% | $9,331-24.5% | $6,507+8.3% |
| Admin fee / account holder | $1,788 | $17,692-89.9% | $16,305-89.0% | $12,624-85.8% |