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 | $216,725 | $183,519+18.1% | $155,509+39.4% | $145,922+48.5% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.8pp | 80.3%-1.3pp |
| Annual return | 15.98% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $4,207 | $5,313-20.8% | $4,672-10.0% | $4,660-9.7% |
| Participant deferral / active EE | $9,955 | $6,462+54.0% | $5,626+76.9% | $6,688+48.8% |
| Admin fee / account holder | $90,587 | $19,313+369.0% | $15,912+469.3% | $13,397+576.2% |