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 | $209,147 | $127,065+64.6% | $113,168+84.8% | $142,382+46.9% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 15.35% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,397 | $3,442-1.3% | $2,975+14.2% | $4,299-21.0% |
| Participant deferral / active EE | $5,652 | $5,716-1.1% | $5,107+10.7% | $6,507-13.1% |
| Admin fee / account holder | $3,479 | $15,736-77.9% | $12,068-71.2% | $12,624-72.4% |