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 | $199,692 | $148,534+34.4% | $135,903+46.9% | $139,434+43.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.06% | 79.19%-61.1pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,871 | $5,243-45.2% | $4,856-40.9% | $4,751-39.6% |
| Participant deferral / active EE | $9,938 | $8,100+22.7% | $7,758+28.1% | $6,710+48.1% |
| Admin fee / account holder | $1,080 | $12,400-91.3% | $10,762-90.0% | $11,403-90.5% |