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 | $206,404 | $197,591+4.5% | $177,821+16.1% | $158,922+29.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 27.87% | 58.76%-30.9pp | 48.32%-20.4pp | 302.83%-275.0pp |
| Employer contribution / active EE | $2,990 | $6,697-55.4% | $5,918-49.5% | $4,761-37.2% |
| Participant deferral / active EE | $7,691 | $8,405-8.5% | $7,714-0.3% | $5,982+28.6% |
| Admin fee / account holder | $4,686 | $15,399-69.6% | $12,427-62.3% | $11,246-58.3% |