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 | $211,695 | $138,065+53.3% | $123,544+71.4% | $135,375+56.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 10.20% | 153.68%-143.5pp | 119.20%-109.0pp | 519.73%-509.5pp |
| Employer contribution / active EE | $5,125 | $5,151-0.5% | $4,628+10.7% | $4,779+7.2% |
| Participant deferral / active EE | $10,032 | $6,799+47.5% | $6,426+56.1% | $5,609+78.9% |
| Admin fee / account holder | $2,346 | $10,916-78.5% | $9,284-74.7% | $10,827-78.3% |