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 | $188,234 | $165,335+13.9% | $149,696+25.7% | $158,922+18.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 16.84% | 348.15%-331.3pp | 276.60%-259.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,658 | $5,103-47.9% | $4,644-42.8% | $4,761-44.2% |
| Participant deferral / active EE | $5,214 | $7,181-27.4% | $6,842-23.8% | $5,982-12.8% |
| Admin fee / account holder | $3,268 | $10,807-69.8% | $9,309-64.9% | $11,246-70.9% |