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 | $200,175 | $172,111+16.3% | $150,298+33.2% | $137,256+45.8% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 14.84% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,765 | $4,636-40.4% | $4,154-33.4% | $4,156-33.5% |
| Participant deferral / active EE | $8,425 | $6,166+36.6% | $5,453+54.5% | $6,407+31.5% |
| Admin fee / account holder | $18,957 | $16,471+15.1% | $14,116+34.3% | $12,270+54.5% |