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 | $205,477 | $201,272+2.1% | $184,203+11.5% | $145,922+40.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 13.04% | 29.00%-16.0pp | 28.81%-15.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,835 | $7,022-45.4% | $6,427-40.3% | $4,660-17.7% |
| Participant deferral / active EE | $9,022 | $9,806-8.0% | $9,131-1.2% | $6,688+34.9% |
| Admin fee / account holder | $7,035 | $16,364-57.0% | $13,901-49.4% | $13,397-47.5% |