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 | $209,718 | $159,602+31.4% | $150,045+39.8% | $142,382+47.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 17.37% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,798 | $4,961-3.3% | $4,693+2.2% | $4,299+11.6% |
| Participant deferral / active EE | $12,339 | $8,310+48.5% | $7,997+54.3% | $6,507+89.6% |
| Admin fee / account holder | $4,084 | $14,846-72.5% | $13,435-69.6% | $12,624-67.6% |