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 | $196,201 | $214,378-8.5% | $200,582-2.2% | $142,382+37.8% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 15.63% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,770 | $6,841-30.3% | $6,419-25.7% | $4,299+10.9% |
| Participant deferral / active EE | $8,272 | $9,865-16.1% | $9,331-11.3% | $6,507+27.1% |
| Admin fee / account holder | $1,856 | $17,692-89.5% | $16,305-88.6% | $12,624-85.3% |