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 | $202,246 | $183,519+10.2% | $155,509+30.1% | $145,922+38.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 15.55% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,563 | $5,313-51.8% | $4,672-45.2% | $4,660-45.0% |
| Participant deferral / active EE | $5,028 | $6,462-22.2% | $5,626-10.6% | $6,688-24.8% |
| Admin fee / account holder | $1,508 | $19,313-92.2% | $15,912-90.5% | $13,397-88.7% |