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 | $202,515 | $197,591+2.5% | $177,821+13.9% | $158,922+27.4% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 14.29% | 58.76%-44.5pp | 48.32%-34.0pp | 302.83%-288.5pp |
| Employer contribution / active EE | $3,990 | $6,697-40.4% | $5,918-32.6% | $4,761-16.2% |
| Participant deferral / active EE | $8,999 | $8,405+7.1% | $7,714+16.7% | $5,982+50.4% |
| Admin fee / account holder | $828 | $15,399-94.6% | $12,427-93.3% | $11,246-92.6% |