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 | $207,410 | $165,984+25.0% | $164,813+25.8% | $145,922+42.1% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 12.99% | 100.03%-87.0pp | 69.93%-56.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $4,167 | $5,273-21.0% | $4,341-4.0% | $4,660-10.6% |
| Participant deferral / active EE | $6,702 | $6,959-3.7% | $6,031+11.1% | $6,688+0.2% |
| Admin fee / account holder | $9,591 | $16,648-42.4% | $12,690-24.4% | $13,397-28.4% |