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 | $200,195 | $148,534+34.8% | $135,903+47.3% | $139,434+43.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.77% | 79.19%-60.4pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,217 | $5,243-57.7% | $4,856-54.3% | $4,751-53.3% |
| Participant deferral / active EE | $7,247 | $8,100-10.5% | $7,758-6.6% | $6,710+8.0% |
| Admin fee / account holder | $1,217 | $12,400-90.2% | $10,762-88.7% | $11,403-89.3% |