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 | $249,268 | $177,572+40.4% | $154,803+61.0% | $142,382+75.1% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 15.74% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,943 | $4,810-38.8% | $4,305-31.6% | $4,299-31.5% |
| Participant deferral / active EE | $6,014 | $6,272-4.1% | $5,540+8.5% | $6,507-7.6% |
| Admin fee / account holder | $3,746 | $16,786-77.7% | $14,329-73.9% | $12,624-70.3% |