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 | $212,953 | $210,698+1.1% | $178,014+19.6% | $145,959+45.9% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 15.02% | 386.27%-371.3pp | 294.80%-279.8pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,106 | $4,567-53.9% | $3,950-46.7% | $4,661-54.8% |
| Participant deferral / active EE | $2,605 | $6,958-62.6% | $6,276-58.5% | $6,689-61.0% |
| Admin fee / account holder | $2,400 | $12,016-80.0% | $10,362-76.8% | $13,398-82.1% |