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 | $204,185 | $114,381+78.5% | $107,525+89.9% | $142,382+43.4% |
| Participation rate | 79.2% | 78.1%+1.0pp | 75.1%+4.1pp | 80.1%-1.0pp |
| Annual return | 14.10% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,112 | $4,015-47.4% | $3,754-43.7% | $4,299-50.9% |
| Participant deferral / active EE | $4,803 | $5,564-13.7% | $5,116-6.1% | $6,507-26.2% |
| Admin fee / account holder | $3,322 | $9,860-66.3% | $8,919-62.7% | $12,624-73.7% |