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 | $228,081 | $197,591+15.4% | $177,821+28.3% | $158,922+43.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 13.08% | 58.76%-45.7pp | 48.32%-35.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,020 | $6,697-69.8% | $5,918-65.9% | $4,761-57.6% |
| Participant deferral / active EE | $5,012 | $8,405-40.4% | $7,714-35.0% | $5,982-16.2% |
| Admin fee / account holder | $1,156 | $15,399-92.5% | $12,427-90.7% | $11,246-89.7% |