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 | $207,508 | $159,602+30.0% | $150,045+38.3% | $142,382+45.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 19.25% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,913 | $4,961-41.3% | $4,693-37.9% | $4,299-32.2% |
| Participant deferral / active EE | $8,234 | $8,310-0.9% | $7,997+3.0% | $6,507+26.5% |
| Admin fee / account holder | $5,049 | $14,846-66.0% | $13,435-62.4% | $12,624-60.0% |