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 | $220,160 | $228,332-3.6% | $185,823+18.5% | $158,922+38.5% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.7pp |
| Annual return | 17.37% | 40.80%-23.4pp | 35.95%-18.6pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,071 | $4,967-58.3% | $4,087-49.3% | $4,761-56.5% |
| Participant deferral / active EE | $4,348 | $6,415-32.2% | $5,632-22.8% | $5,982-27.3% |
| Admin fee / account holder | $2,313 | $11,864-80.5% | $9,500-75.7% | $11,246-79.4% |