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 | $208,705 | $238,490-12.5% | $180,183+15.8% | $142,382+46.6% |
| Participation rate | 86.7% | 82.3%+4.4pp | 77.4%+9.2pp | 80.1%+6.5pp |
| Annual return | 15.44% | 33.56%-18.1pp | 27.86%-12.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,787 | $6,143-70.9% | $5,039-64.5% | $4,299-58.4% |
| Participant deferral / active EE | $6,048 | $7,996-24.4% | $6,822-11.4% | $6,507-7.1% |
| Admin fee / account holder | $10,680 | $28,866-63.0% | $19,975-46.5% | $12,624-15.4% |