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 | $202,920 | $175,202+15.8% | $149,673+35.6% | $139,434+45.5% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 30.67% | 166.71%-136.0pp | 134.42%-103.7pp | 372.94%-342.3pp |
| Employer contribution / active EE | $2,646 | $5,474-51.7% | $4,818-45.1% | $4,751-44.3% |
| Participant deferral / active EE | $5,585 | $6,519-14.3% | $5,680-1.7% | $6,710-16.8% |
| Admin fee / account holder | $1,792 | $16,150-88.9% | $13,210-86.4% | $11,403-84.3% |