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 | $224,848 | $217,402+3.4% | $185,823+21.0% | $167,490+34.2% |
| Participation rate | 81.3% | 86.0%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 17.08% | 148.36%-131.3pp | 122.05%-105.0pp | 478.56%-461.5pp |
| Employer contribution / active EE | $2,548 | $5,873-56.6% | $5,167-50.7% | $4,837-47.3% |
| Participant deferral / active EE | $4,200 | $6,356-33.9% | $5,568-24.6% | $6,341-33.8% |
| Admin fee / account holder | $6,027 | $19,811-69.6% | $16,237-62.9% | $12,309-51.0% |