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 | $194,902 | $165,335+17.9% | $149,696+30.2% | $158,922+22.6% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 10.70% | 348.15%-337.4pp | 276.60%-265.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $5,431 | $5,103+6.4% | $4,644+16.9% | $4,761+14.1% |
| Participant deferral / active EE | $11,336 | $7,181+57.9% | $6,842+65.7% | $5,982+89.5% |
| Admin fee / account holder | $2,889 | $10,807-73.3% | $9,309-69.0% | $11,246-74.3% |