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 | $232,228 | $179,726+29.2% | $156,263+48.6% | $142,382+63.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 11.80% | 77.86%-66.1pp | 59.47%-47.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,592 | $5,069-29.2% | $4,333-17.1% | $4,299-16.5% |
| Participant deferral / active EE | $12,308 | $6,956+76.9% | $6,158+99.9% | $6,507+89.1% |
| Admin fee / account holder | $9,104 | $17,272-47.3% | $14,255-36.1% | $12,624-27.9% |